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 | $30,596 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $13,467 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,056 | $48,261-4.6% | $68,793-33.1% | $55,725-17.4% |
| Participation rate | 46.2% | 71.0%-24.8pp | 72.2%-26.0pp | 70.9%-24.6pp |
| Annual return | -5.66% | -2.61%-3.1pp | -4.63%-1.0pp | 244.93%-250.6pp |
| Employer contribution / active EE | $821 | $1,742-52.9% | $2,625-68.7% | $2,078-60.5% |
| Participant deferral / active EE | $2,383 | $2,712-12.1% | $3,311-28.0% | $3,356-29.0% |
| Admin fee / account holder | $211 | $126+67.3% | $5,131-95.9% | $115+83.3% |