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 | $58,605 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,308 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $4,184 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,433 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,824 | $80,753-42.0% | $136,294-65.6% | $62,292-24.8% |
| Participation rate | 82.6% | 73.5%+9.0pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 20.74% | 35.83%-15.1pp | 5155.94%-5135.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,545 | $2,884-46.4% | $4,695-67.1% | $2,042-24.3% |
| Participant deferral / active EE | $4,366 | $5,164-15.5% | $6,247-30.1% | $3,169+37.8% |
| Admin fee / account holder | $359 | $525-31.7% | $9,243-96.1% | $479-25.1% |