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 | $31,643 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,223 |
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 | $94,907 | $155,795-39.1% | $136,294-30.4% | $69,631+36.3% |
| Participation rate | 71.9% | 75.2%-3.3pp | 81.9%-10.0pp | 70.7%+1.2pp |
| Annual return | 20.58% | 232464.33%-232443.8pp | 5155.94%-5135.4pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $3,019 | $2,991+0.9% | $4,695-35.7% | $2,032+48.6% |
| Participant deferral / active EE | $4,552 | $5,394-15.6% | $6,247-27.1% | $3,224+41.2% |
| Admin fee / account holder | $70 | $128-45.7% | $9,243-99.2% | $110-36.9% |