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 | $29,379 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $867 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,002 | $37,196-59.7% | $154,107-90.3% | $55,725-73.1% |
| Participation rate | 87.2% | 64.1%+23.1pp | 83.0%+4.2pp | 70.9%+16.4pp |
| Annual return | -5.46% | 1319.68%-1325.1pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $414 | $1,614-74.4% | $5,298-92.2% | $2,078-80.1% |
| Participant deferral / active EE | $2,422 | $2,068+17.1% | $5,081-52.3% | $3,356-27.8% |
| Admin fee / account holder | $73 | $102-28.3% | $13,411-99.5% | $115-36.7% |