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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERV. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,356 |
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON HOLDINGS LLC Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $13,625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,395 |
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 | $200,409 | $73,102+174.1% | $123,544+62.2% | $56,287+256.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 82.3%-2.3pp | 69.9%+10.1pp |
| Annual return | -0.54% | 3.01%-3.6pp | 119.20%-119.7pp | -9.96%+9.4pp |
| Employer contribution / active EE | $3,744 | $2,977+25.8% | $4,628-19.1% | $2,111+77.4% |
| Participant deferral / active EE | $8,022 | $5,423+47.9% | $6,426+24.8% | $3,350+139.5% |
| Admin fee / account holder | $40 | $554-92.7% | $9,284-99.6% | $521-92.2% |