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 GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,612 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
Annual investment return 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 | $19,689 | $47,977-59.0% | $154,107-87.2% | $56,287-65.0% |
| Participation rate | 87.0% | 66.2%+20.8pp | 83.0%+4.0pp | 69.9%+17.2pp |
| Annual return | -7.32% | 3.54%-10.9pp | 735.12%-742.4pp | -9.96%+2.6pp |
| Employer contribution / active EE | $600 | $2,169-72.3% | $5,298-88.7% | $2,111-71.6% |
| Participant deferral / active EE | $2,360 | $2,392-1.3% | $5,081-53.6% | $3,350-29.6% |
| Admin fee / account holder | $45 | $438-89.7% | $13,411-99.7% | $521-91.3% |