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 | $25,711 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $514 |
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 | $18,322 | $38,969-53.0% | $109,313-83.2% | $55,167-66.8% |
| Participation rate | 78.2% | 58.2%+20.0pp | 71.3%+7.0pp | 69.0%+9.2pp |
| Annual return | 7.46% | 8.26%-0.8pp | 22.07%-14.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $739 | $1,227-39.8% | $3,892-81.0% | $1,963-62.3% |
| Participant deferral / active EE | $2,222 | $2,176+2.1% | $3,166-29.8% | $3,054-27.2% |
| Admin fee / account holder | $116 | $501-76.8% | $5,666-98.0% | $504-77.0% |