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 | $44,840 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,540 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,984 | $65,376-23.5% | $87,100-42.6% | $65,185-23.3% |
| Participation rate | 86.3% | 75.3%+11.0pp | 76.9%+9.5pp | 70.2%+16.1pp |
| Annual return | 4.70% | 31.27%-26.6pp | 28.19%-23.5pp | 29.38%-24.7pp |
| Employer contribution / active EE | $980 | $1,822-46.2% | $2,521-61.1% | $2,177-55.0% |
| Participant deferral / active EE | $2,575 | $3,388-24.0% | $4,049-36.4% | $3,514-26.7% |
| Admin fee / account holder | $209 | $520-59.9% | $7,497-97.2% | $847-75.4% |