Filed June 5, 2025
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 ADVISORY Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,721 |
Service code 49 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Services | $40,699 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,067 |
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 | $49,535 | $62,928-21.3% | $172,739-71.3% | $67,579-26.7% |
| Participation rate | 39.6% | 64.5%-24.8pp | 82.6%-43.0pp | 71.3%-31.6pp |
| Annual return | 16.68% | 30.36%-13.7pp | 802.84%-786.2pp | 378.56%-361.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,472 | $2,145-31.4% | $5,198-71.7% | $3,539-58.4% |
| Admin fee / account holder | $286 | $167+71.9% | $13,954-97.9% | $142+101.3% |