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 | $2,090 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $542 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,725 | $78,705+14.0% | $117,854-23.9% | $70,131+27.9% |
| Participation rate | 70.5% | 73.2%-2.7pp | 79.7%-9.1pp | 69.5%+1.0pp |
| Annual return | 7.53% | 23.30%-15.8pp | 335.08%-327.6pp | 73.14%-65.6pp |
| Employer contribution / active EE | $1,718 | $2,223-22.7% | $3,786-54.6% | $2,342-26.7% |
| Participant deferral / active EE | $3,913 | $3,297+18.7% | $4,482-12.7% | $3,332+17.5% |
| Admin fee / account holder | $49 | $5,065-99.0% | $8,020-99.4% | $4,645-98.9% |