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 SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,854 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,630 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $28 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,097 | $42,396+107.8% | $67,313+30.9% | $56,287+56.5% |
| Participation rate | 52.2% | 61.0%-8.8pp | 69.1%-16.9pp | 69.9%-17.7pp |
| Annual return | -5.23% | -36.63%+31.4pp | -4.08%-1.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,118 | $1,414-20.9% | $2,566-56.4% | $2,111-47.1% |
| Participant deferral / active EE | $1,925 | $2,360-18.4% | $3,568-46.0% | $3,350-42.5% |
| Admin fee / account holder | $27 | $510-94.8% | $4,507-99.4% | $521-94.9% |