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 | $1,741 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88 |
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 | $36,287 | $61,616-41.1% | $105,722-65.7% | $55,167-34.2% |
| Participation rate | 83.6% | 72.9%+10.7pp | 78.9%+4.7pp | 69.0%+14.6pp |
| Annual return | 6.14% | 11.15%-5.0pp | 12.25%-6.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $686 | $3,043-77.4% | $4,079-83.2% | $1,963-65.0% |
| Participant deferral / active EE | $2,570 | $4,213-39.0% | $5,326-51.7% | $3,054-15.9% |
| Admin fee / account holder | $10 | $379-97.5% | $8,308-99.9% | $504-98.1% |