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 | $46,347 |
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $23,970 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $362 |
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 | $69,145 | $79,523-13.1% | $140,016-50.6% | $56,287+22.8% |
| Participation rate | 91.0% | 85.7%+5.3pp | 87.5%+3.5pp | 69.9%+21.1pp |
| Annual return | -6.11% | 2.39%-8.5pp | 651.12%-657.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,191 | $3,350-34.6% | $5,606-60.9% | $2,111+3.8% |
| Participant deferral / active EE | $4,511 | $5,129-12.1% | $6,927-34.9% | $3,350+34.7% |
| Admin fee / account holder | $481 | $614-21.7% | $10,705-95.5% | $521-7.7% |