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 | $2,056 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $137 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,861 | $66,180-41.3% | $118,746-67.3% | $62,292-37.6% |
| Participation rate | 90.5% | 71.3%+19.2pp | 78.3%+12.2pp | 69.5%+21.0pp |
| Annual return | 23.52% | 60.89%-37.4pp | 24.54%-1.0pp | 28.90%-5.4pp |
| Employer contribution / active EE | $596 | $3,183-81.3% | $4,193-85.8% | $2,042-70.8% |
| Participant deferral / active EE | $2,386 | $4,247-43.8% | $5,332-55.2% | $3,169-24.7% |
| Admin fee / account holder | $11 | $753-98.6% | $10,720-99.9% | $479-97.8% |