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 | $46,942 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,262 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA CO Service code 10 NINE GREENWAY PLAZA STE 1700 · HOUSTON, TX 77046 | Accounting | $13,650 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $1,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,075 | $38,058-18.3% | $169,463-81.7% | $75,289-58.7% |
| Participation rate | 36.2% | 65.1%-28.9pp | 77.8%-41.6pp | 72.4%-36.2pp |
| Annual return | -5.97% | -2.88%-3.1pp | 1.83%-7.8pp | -0.04%-5.9pp |
| Employer contribution / active EE | $486 | $1,478-67.1% | $4,159-88.3% | $2,405-79.8% |
| Participant deferral / active EE | $1,389 | $3,201-56.6% | $5,277-73.7% | $3,739-62.8% |
| Admin fee / account holder | $78 | $85-8.8% | $9,109-99.1% | $102-24.0% |