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 | $9,244 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,047 |
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 | $45,357 | $80,753-43.8% | $136,294-66.7% | $62,292-27.2% |
| Participation rate | 73.8% | 73.5%+0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 19.09% | 35.83%-16.7pp | 5155.94%-5136.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,073 | $2,884-62.8% | $4,695-77.2% | $2,042-47.5% |
| Participant deferral / active EE | $6,751 | $5,164+30.7% | $6,247+8.1% | $3,169+113.0% |
| Admin fee / account holder | $48 | $525-90.9% | $9,243-99.5% | $479-90.0% |