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 | $24,786 |
SMITH HAYES ADVISERS, INC.2+ years Service code 27 1225 L ST., STE. 200 · LINCOLN, NE 68508 | Advisory (Plan) | $9,099 |
DA DAVIDSON & CO1+ years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $7,362 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,684 | $57,921+4.8% | $84,750-28.4% | $57,658+5.2% |
| Participation rate | 37.9% | 72.9%-35.0pp | 76.6%-38.6pp | 70.2%-32.3pp |
| Annual return | 12.04% | 10.24%+1.8pp | 22.78%-10.7pp | 5.13%+6.9pp |
| Employer contribution / active EE | $574 | $2,598-77.9% | $3,574-83.9% | $1,974-70.9% |
| Participant deferral / active EE | $1,703 | $2,742-37.9% | $3,712-54.1% | $3,061-44.4% |
| Admin fee / account holder | $345 | $130+166.1% | $5,332-93.5% | $95+265.1% |