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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,418 |
MILLER, WELLE, HEISER & CO, LTD3+ years Service code 10 4170 THIELMAN LN SUITE 101 · ST. CLOUD, MN 56302 | Accounting | $5,300 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $147,046 | $58,726+150.4% | $92,233+59.4% | $62,292+136.1% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 14.41% | 43.62%-29.2pp | 176.28%-161.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $7,514 | $2,392+214.2% | $3,679+104.2% | $2,042+267.9% |
| Participant deferral / active EE | $4,721 | $2,766+70.7% | $3,897+21.2% | $3,169+49.0% |
| Admin fee / account holder | $240 | $556-56.8% | $5,194-95.4% | $479-49.9% |