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 · EIN 84-0467907 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $781 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR, INC. Service code 64 · EIN 84-0467907 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Recordkeeping Fees | $525 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 99 59004 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $470 |
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,283 | $47,977-80.7% | $154,107-94.0% | $56,287-83.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.92% | 3.54%-8.5pp | 735.12%-740.0pp | -9.96%+5.0pp |
| Employer contribution / active EE | $228 | $2,169-89.5% | $5,298-95.7% | $2,111-89.2% |
| Participant deferral / active EE | $1,464 | $2,392-38.8% | $5,081-71.2% | $3,350-56.3% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |