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 | $5,571 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,125 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $1,934 |
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 | $82,225 | $63,924+28.6% | $108,579-24.3% | $55,167+49.0% |
| Participation rate | 83.3% | 74.3%+9.0pp | 79.6%+3.8pp | 69.0%+14.3pp |
| Annual return | 8.02% | 15.31%-7.3pp | -51.70%+59.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $5,682 | $1,879+202.4% | $3,758+51.2% | $1,963+189.5% |
| Participant deferral / active EE | $3,449 | $3,067+12.5% | $4,311-20.0% | $3,054+12.9% |
| Admin fee / account holder | $70 | $618-88.7% | $7,645-99.1% | $504-86.2% |