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 | $5,281 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $43,411-100.0% | $94,993-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 64.4%-64.4pp | 73.9%-73.9pp | 70.7%-70.7pp |
| Annual return | 45.72% | 22.54%+23.2pp | 27.12%+18.6pp | 27571.02%-27525.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $2,603-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,122 | $2,384+72.9% | $3,317+24.3% | $3,224+27.9% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |