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 | $155,492 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $66,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,779 |
HUSCH BLACKWELL2+ years Filed as: HUSCH BLACKWELL LLP Service code 29 PO BOX 790379 · ST LOUIS, MO 63179 | Legal | $12,181 |
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 | $83,125 | $80,211+3.6% | $74,183+12.1% | $63,975+29.9% |
| Participation rate | 96.5% | 84.2%+12.3pp | 76.6%+19.8pp | 71.1%+25.3pp |
| Annual return | 7.85% | 14.13%-6.3pp | 17.74%-9.9pp | 48.65%-40.8pp |
| Employer contribution / active EE | $5,202 | $2,553+103.7% | $2,370+119.5% | $2,182+138.4% |
| Participant deferral / active EE | $3,800 | $4,370-13.0% | $3,550+7.1% | $3,356+13.2% |
| Admin fee / account holder | $112 | $67+66.2% | $5,586-98.0% | $70+58.6% |