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 | $47,284 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24 |
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 | $72,898 | $71,192+2.4% | $117,854-38.1% | $62,292+17.0% |
| Participation rate | 99.5% | 74.2%+25.2pp | 79.7%+19.8pp | 69.5%+30.0pp |
| Annual return | 16.90% | 18.66%-1.8pp | 335.08%-318.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $3,810 | $1,934+97.0% | $3,786+0.6% | $2,042+86.6% |
| Participant deferral / active EE | $2,998 | $3,189-6.0% | $4,482-33.1% | $3,169-5.4% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |