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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,082 |
M HOLDINGS SECURITIES INC1+ years Service code 55 PO BOX 2207 · PORTLAND, OR 97208 | Other Commissions | $29,920 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $623 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,405 | $56,629-16.3% | $77,999-39.2% | $55,167-14.1% |
| Participation rate | 76.9% | 73.3%+3.6pp | 75.5%+1.4pp | 69.0%+7.9pp |
| Annual return | 2.55% | 2866.98%-2864.4pp | 425.96%-423.4pp | 169.23%-166.7pp |
| Employer contribution / active EE | $1,200 | $1,723-30.4% | $2,470-51.4% | $1,963-38.9% |
| Participant deferral / active EE | $3,185 | $2,777+14.7% | $3,497-8.9% | $3,054+4.3% |
| Admin fee / account holder | $246 | $467-47.2% | $5,480-95.5% | $504-51.1% |