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 8-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 | $3,797 |
US BANCORP INVESTMENTS INC1+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $629 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $194 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,924 | $66,302-89.6% | $110,238-93.7% | $56,287-87.7% |
| Participation rate | 94.9% | 74.9%+19.9pp | 79.8%+15.0pp | 69.9%+25.0pp |
| Annual return | 0.00% | -1.18%+1.2pp | 314.74%-314.7pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,120 | $2,047-45.3% | $3,826-70.7% | $2,111-46.9% |
| Participant deferral / active EE | $2,486 | $3,381-26.5% | $4,672-46.8% | $3,350-25.8% |
| Admin fee / account holder | $19 | $698-97.3% | $8,547-99.8% | $521-96.3% |