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 | $2,683 |
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 | $40,806 | $46,732-12.7% | $156,549-73.9% | $55,167-26.0% |
| Participation rate | 80.6% | 65.8%+14.8pp | 84.0%-3.4pp | 69.0%+11.6pp |
| Annual return | 10.16% | 17.72%-7.6pp | 32.23%-22.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,022 | $2,105-51.4% | $5,501-81.4% | $1,963-47.9% |
| Participant deferral / active EE | $1,425 | $2,204-35.4% | $4,871-70.8% | $3,054-53.4% |
| Admin fee / account holder | $14 | $418-96.7% | $13,027-99.9% | $504-97.3% |