See peer percentile detail. $4.99 for your first month.
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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 | $20,594 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $25 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,780 | $71,480-48.5% | $90,782-59.5% | $64,186-42.7% |
| Participation rate | 97.9% | 77.6%+20.3pp | 82.7%+15.2pp | 69.6%+28.3pp |
| Annual return | 3.57% | -4.25%+7.8pp | -3.42%+7.0pp | 7.63%-4.1pp |
| Employer contribution / active EE | $2,292 | $3,415-32.9% | $4,105-44.2% | $2,381-3.7% |
| Participant deferral / active EE | $2,859 | $4,302-33.6% | $5,366-46.7% | $3,470-17.6% |
| Admin fee / account holder | $181 | $6,309-97.1% | $5,908-96.9% | $4,888-96.3% |