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 | $30,915 |
BRANIGAN2 years Service code 99 3000 KINGMAN ST STE 100 · METAIRIE, LA 70006 | Other Fees | $19,832 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,142 |
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 | $44,434 | $22,715+95.6% | $73,545-39.6% | - |
| Participation rate | 80.3% | 40.6%+39.8pp | 54.9%+25.4pp | - |
| Annual return | 17.56% | -6.79%+24.3pp | -15.16%+32.7pp | - |
| Employer contribution / active EE | $521 | $343+52.2% | $1,219-57.2% | - |
| Participant deferral / active EE | $1,917 | $761+151.8% | $1,806+6.1% | - |
| Admin fee / account holder | $214 | $1,186-82.0% | $2,320-90.8% | - |