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 | $18,893 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $154 |
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 | $59,894 | $42,546+40.8% | $71,796-16.6% | $55,167+8.6% |
| Participation rate | 73.4% | 59.1%+14.3pp | 69.1%+4.3pp | 69.0%+4.4pp |
| Annual return | 7.96% | 12.36%-4.4pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,663 | $2,064+77.4% | $2,794+31.1% | $3,054+19.9% |
| Admin fee / account holder | $161 | $650-75.2% | $4,815-96.6% | $504-68.0% |