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 | $25,069 |
DA DAVIDSON & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $21,763 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $139 |
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 | $75,708 | $89,739-15.6% | $149,718-49.4% | $62,292+21.5% |
| Participation rate | 83.3% | 85.1%-1.8pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 24.72% | 21.01%+3.7pp | 1501.63%-1476.9pp | 28.90%-4.2pp |
| Employer contribution / active EE | $2,092 | $3,233-35.3% | $5,445-61.6% | $2,042+2.4% |
| Participant deferral / active EE | $4,165 | $4,797-13.2% | $6,569-36.6% | $3,169+31.4% |
| Admin fee / account holder | $353 | $551-35.9% | $11,283-96.9% | $479-26.3% |