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 9-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 | $14,823 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $384 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,560 | $42,548-39.9% | $74,550-65.7% | $56,287-54.6% |
| Participation rate | 85.3% | 60.5%+24.8pp | 69.1%+16.1pp | 69.9%+15.4pp |
| Annual return | -2.24% | 12.40%-14.6pp | 32.53%-34.8pp | -9.96%+7.7pp |
| Employer contribution / active EE | $607 | $855-29.0% | $1,961-69.0% | $2,111-71.2% |
| Participant deferral / active EE | $3,009 | $2,277+32.2% | $3,108-3.2% | $3,350-10.2% |
| Admin fee / account holder | $107 | $467-77.2% | $5,060-97.9% | $521-79.5% |