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 | $1,618 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $237 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,734 | $60,396-40.8% | $111,392-67.9% | $56,287-36.5% |
| Participation rate | 88.6% | 72.4%+16.2pp | 78.9%+9.7pp | 69.9%+18.7pp |
| Annual return | -6.97% | 20.26%-27.2pp | -2.06%-4.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $674 | $3,459-80.5% | $4,328-84.4% | $2,111-68.1% |
| Participant deferral / active EE | $2,833 | $4,421-35.9% | $5,567-49.1% | $3,350-15.4% |
| Admin fee / account holder | $9 | $610-98.5% | $12,266-99.9% | $521-98.3% |