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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,574 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,807 | $42,546-11.1% | $71,796-47.3% | $55,167-31.5% |
| Participation rate | 58.4% | 59.1%-0.7pp | 69.1%-10.7pp | 69.0%-10.6pp |
| Annual return | 9.97% | 12.36%-2.4pp | 78.04%-68.1pp | 169.23%-159.3pp |
| Employer contribution / active EE | $630 | $803-21.6% | $1,924-67.3% | $1,963-67.9% |
| Participant deferral / active EE | $2,104 | $2,064+1.9% | $2,794-24.7% | $3,054-31.1% |
| Admin fee / account holder | $17 | $650-97.4% | $4,815-99.7% | $504-96.7% |