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 | $45,610 |
HAYS FINANCIAL GROUP2+ years Filed as: HAYS COMPANIES Service code 16 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $22,955 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $305 |
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 | $23,228 | $80,177-71.0% | $123,892-81.3% | $57,658-59.7% |
| Participation rate | 95.1% | 74.4%+20.7pp | 81.4%+13.7pp | 70.2%+24.9pp |
| Annual return | 9.00% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $623 | $2,913-78.6% | $4,617-86.5% | $1,974-68.4% |
| Participant deferral / active EE | $3,262 | $5,130-36.4% | $5,984-45.5% | $3,061+6.6% |
| Admin fee / account holder | $73 | $106-30.9% | $8,357-99.1% | $95-22.3% |