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 | $63,911 |
BAIRD INSURANCE SERVICES INC2 years Filed as: J J B HILLIARD W L LYONS LLC Service code 55 500 WEST JEFFERSON ST · LOUISVILLE, KY 40202 | Other Commissions | $31,490 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $5,093 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,458 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,268 | $95,542-55.8% | $69,455-39.1% | $67,579-37.5% |
| Participation rate | 98.4% | 79.4%+19.1pp | 74.6%+23.8pp | 71.3%+27.2pp |
| Annual return | 4.98% | 17.67%-12.7pp | 28.97%-24.0pp | 378.56%-373.6pp |
| Employer contribution / active EE | $1,933 | $2,989-35.3% | $2,779-30.4% | $2,148-10.0% |
| Participant deferral / active EE | $3,820 | $3,263+17.1% | $3,535+8.0% | $3,539+7.9% |
| Admin fee / account holder | $219 | $90+143.6% | $3,839-94.3% | $142+53.8% |