See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,063 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,700 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $6 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,628 | $64,909-75.9% | $82,313-81.0% | $62,292-74.9% |
| Participation rate | 81.3% | 74.9%+6.5pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 15.25% | 21.18%-5.9pp | 25.88%-10.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $633 | $1,676-62.2% | $2,428-73.9% | $2,042-69.0% |
| Participant deferral / active EE | $2,830 | $3,103-8.8% | $3,706-23.6% | $3,169-10.7% |
| Admin fee / account holder | $19 | $440-95.6% | $5,608-99.7% | $479-96.0% |