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 27 100 N BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $66,276 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,361 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,003 | $60,545-5.9% | $92,233-38.2% | $69,631-18.1% |
| Participation rate | 67.0% | 72.2%-5.2pp | 76.5%-9.5pp | 70.7%-3.7pp |
| Annual return | 13.67% | 19.71%-6.0pp | 176.28%-162.6pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,910 | $2,633-27.5% | $3,679-48.1% | $2,032-6.0% |
| Participant deferral / active EE | $1,287 | $2,828-54.5% | $3,897-67.0% | $3,224-60.1% |
| Admin fee / account holder | $293 | $145+102.3% | $5,194-94.4% | $110+165.2% |