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 | $37,183 |
LPL FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $29,688 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,929 | $46,297+14.3% | $71,671-26.2% | $62,292-15.0% |
| Participation rate | 97.6% | 60.6%+37.0pp | 68.7%+28.9pp | 69.5%+28.1pp |
| Annual return | 21.73% | 22.32%-0.6pp | 20.65%+1.1pp | 28.90%-7.2pp |
| Employer contribution / active EE | $2,063 | $1,412+46.1% | $2,460-16.1% | $2,042+1.0% |
| Participant deferral / active EE | $6,598 | $2,235+195.2% | $3,438+91.9% | $3,169+108.2% |
| Admin fee / account holder | $411 | $461-10.7% | $5,558-92.6% | $479-14.2% |