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 | $31,829 |
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $14,307 |
INSERSO CORPORATION1 year Service code 99 1900 GALLOWS RD STE 750 · VIENNA, VA 22182 | Other Fees | $2,697 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,652 | $80,753-71.9% | $136,294-83.4% | $62,292-63.6% |
| Participation rate | 83.8% | 73.5%+10.3pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 31.53% | 35.83%-4.3pp | 5155.94%-5124.4pp | 28.90%+2.6pp |
| Employer contribution / active EE | $2,189 | $2,884-24.1% | $4,695-53.4% | $2,042+7.2% |
| Participant deferral / active EE | $3,790 | $5,164-26.6% | $6,247-39.3% | $3,169+19.6% |
| Admin fee / account holder | $174 | $525-66.9% | $9,243-98.1% | $479-63.7% |