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 | $14,171 |
NATIONWIDE4+ years Filed as: NATIONWIDE PLANNING ASSOCIATES, INC Service code 55 115 W CENTURY RD SUITE 360 · PARAMUS, NJ 07652 | Other Commissions | $3,679 |
IKON SOLUTIONS , INC.3+ years Service code 16 270 MUNIZ RIVERA AVE. PH-1 · SAN JUAN, PR 00917 | Consulting | $3,573 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,507 | $77,813-92.9% | $123,544-95.5% | $64,186-91.4% |
| Participation rate | 56.5% | 74.7%-18.3pp | 82.3%-25.8pp | 69.6%-13.1pp |
| Annual return | -7.07% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $755 | $3,014-74.9% | $4,628-83.7% | $2,381-68.3% |
| Participant deferral / active EE | $2,534 | $5,240-51.6% | $6,426-60.6% | $3,470-27.0% |
| Admin fee / account holder | $33 | $5,519-99.4% | $9,284-99.6% | $4,888-99.3% |