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 | $4,643 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,737 | $50,898-41.6% | $171,082-82.6% | $55,167-46.1% |
| Participation rate | 45.2% | 63.3%-18.0pp | 76.7%-31.5pp | 69.0%-23.8pp |
| Annual return | 6.66% | 15.34%-8.7pp | 32.56%-25.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $255 | $1,433-82.2% | $4,002-93.6% | $1,963-87.0% |
| Participant deferral / active EE | $1,291 | $2,994-56.9% | $4,797-73.1% | $3,054-57.7% |
| Admin fee / account holder | $34 | $500-93.3% | $8,520-99.6% | $504-93.3% |