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 | $59,559 |
Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $43,577 |
ROZIER HARRINGTON & MCKAY CPAS4+ years Service code 10 PO BOX 12178 · ALEXANDRIA, LA 71315 | Accounting | $9,635 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,389 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,433 | $89,652+56.6% | $141,162-0.5% | $65,185+115.4% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.5%+9.5pp | 70.2%+21.8pp |
| Annual return | 5.63% | 32.79%-27.2pp | 71.39%-65.8pp | 29.38%-23.8pp |
| Employer contribution / active EE | $3,920 | $3,065+27.9% | $4,735-17.2% | $2,177+80.1% |
| Participant deferral / active EE | $5,866 | $5,691+3.1% | $6,709-12.6% | $3,514+66.9% |
| Admin fee / account holder | $553 | $569-2.7% | $10,261-94.6% | $847-34.7% |