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 | $5,741 |
Filed as: DOUGLAS & CO Service code 21 DBA GREAT WESTERN BANK · WATERTOWN, SD 57201 | Bank Trustee | $4,139 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,030 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,804 | $63,299-65.6% | $91,001-76.0% | $62,292-65.0% |
| Participation rate | 81.5% | 73.3%+8.2pp | 75.6%+5.9pp | 69.5%+12.0pp |
| Annual return | 17.09% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $373 | $1,807-79.4% | $2,456-84.8% | $2,042-81.7% |
| Participant deferral / active EE | $2,432 | $2,943-17.4% | $3,547-31.5% | $3,169-23.3% |
| Admin fee / account holder | $90 | $468-80.8% | $5,417-98.3% | $479-81.3% |