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 | $10,984 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
Participant contribution per participant 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 | $8,205 | $47,977-82.9% | $154,107-94.7% | $56,287-85.4% |
| Participation rate | 76.7% | 66.2%+10.6pp | 83.0%-6.3pp | 69.9%+6.9pp |
| Annual return | 5.59% | 3.54%+2.0pp | 735.12%-729.5pp | -9.96%+15.5pp |
| Employer contribution / active EE | $1,227 | $2,169-43.4% | $5,298-76.8% | $2,111-41.9% |
| Participant deferral / active EE | $572 | $2,392-76.1% | $5,081-88.7% | $3,350-82.9% |
| Admin fee / account holder | $40 | $438-90.8% | $13,411-99.7% | $521-92.3% |