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 | $24,736 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,713 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $608 |
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 | $39,616 | $57,976-31.7% | $62,995-37.1% | $62,292-36.4% |
| Participation rate | 71.7% | 75.9%-4.2pp | 74.8%-3.1pp | 69.5%+2.2pp |
| Annual return | 21.38% | 17.54%+3.8pp | 87.57%-66.2pp | 28.90%-7.5pp |
| Employer contribution / active EE | $2,790 | $2,415+15.5% | $2,759+1.1% | $2,042+36.6% |
| Participant deferral / active EE | $5,206 | $2,956+76.1% | $3,329+56.4% | $3,169+64.3% |
| Admin fee / account holder | $261 | $276-5.5% | $3,600-92.8% | $479-45.6% |