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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,824 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,576 | $44,425-13.2% | $67,834-43.1% | $55,167-30.1% |
| Participation rate | 32.1% | 59.7%-27.6pp | 68.8%-36.7pp | 69.0%-36.9pp |
| Annual return | 9.94% | 17.80%-7.9pp | 138.47%-128.5pp | 169.23%-159.3pp |
| Employer contribution / active EE | $704 | $1,351-47.9% | $2,403-70.7% | $1,963-64.1% |
| Participant deferral / active EE | $1,146 | $2,166-47.1% | $3,160-63.7% | $3,054-62.5% |
| Admin fee / account holder | $24 | $530-95.4% | $4,622-99.5% | $504-95.2% |