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 9-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 | $72,235 |
TOWNSQUARE CAPITAL LLC1 year Filed as: TOWNSQUARE CAPITAL INC Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $27,785 |
Filed as: BOWEN GROUP ADVISORS, LLC Service code 27 2410 E 25TH CIRCLE · IDAHO FALLS, ID 83404 | Advisory (Plan) | $10,166 |
COOPER SAVAS LLC1 year Filed as: COOPER NORMAN CPA'S & BUISNESS ADVI Service code 10 444 HOSPITAL WAY · POCATELLO, ID 83201 | Accounting | $7,040 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,697 | $33,067+4.9% | $76,523-54.7% | $56,287-38.4% |
| Participation rate | 93.9% | 55.4%+38.5pp | 68.0%+25.9pp | 69.9%+24.1pp |
| Annual return | -2.40% | 2.72%-5.1pp | -0.27%-2.1pp | -9.96%+7.6pp |
| Employer contribution / active EE | $6,318 | $1,200+426.4% | $2,647+138.7% | $2,111+199.3% |
| Participant deferral / active EE | $3,973 | $2,240+77.4% | $3,835+3.6% | $3,350+18.6% |
| Admin fee / account holder | $498 | $537-7.3% | $4,848-89.7% | $521-4.5% |