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 | $10,458 |
LPL FINANCIAL3+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $7,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $105 |
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 | $71,431 | $59,186+20.7% | $76,768-7.0% | $56,287+26.9% |
| Participation rate | 77.7% | 75.2%+2.4pp | 77.0%+0.7pp | 69.9%+7.8pp |
| Annual return | -3.66% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,619 | $1,759-7.9% | $2,485-34.8% | $2,111-23.3% |
| Participant deferral / active EE | $2,767 | $3,255-15.0% | $3,852-28.2% | $3,350-17.4% |
| Admin fee / account holder | $95 | $489-80.6% | $6,675-98.6% | $521-81.8% |