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 | $46,613 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,623 |
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 | $51,772 | $59,186-12.5% | $76,768-32.6% | $56,287-8.0% |
| Participation rate | 89.7% | 75.2%+14.5pp | 77.0%+12.7pp | 69.9%+19.8pp |
| Annual return | 10.19% | 6.62%+3.6pp | 2.43%+7.8pp | -9.96%+20.2pp |
| Employer contribution / active EE | $1,327 | $1,759-24.5% | $2,485-46.6% | $2,111-37.1% |
| Participant deferral / active EE | $2,646 | $3,255-18.7% | $3,852-31.3% | $3,350-21.0% |
| Admin fee / account holder | $243 | $489-50.4% | $6,675-96.4% | $521-53.4% |