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 | $36,473 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $30,074 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $451 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,078 | $73,102-69.8% | $123,544-82.1% | $56,287-60.8% |
| Participation rate | 92.8% | 74.3%+18.5pp | 82.3%+10.5pp | 69.9%+23.0pp |
| Annual return | -8.51% | 3.01%-11.5pp | 119.20%-127.7pp | -9.96%+1.4pp |
| Employer contribution / active EE | $3,605 | $2,977+21.1% | $4,628-22.1% | $2,111+70.8% |
| Participant deferral / active EE | $6,327 | $5,423+16.7% | $6,426-1.5% | $3,350+88.9% |
| Admin fee / account holder | $227 | $554-59.0% | $9,284-97.6% | $521-56.4% |