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 | $37,464 |
TRUENORTH, INC.2+ years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $22,807 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $855 |
Employer contribution per participant 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 | $29,782 | $80,177-62.9% | $123,892-76.0% | $57,658-48.3% |
| Participation rate | 83.8% | 74.4%+9.3pp | 81.4%+2.4pp | 70.2%+13.5pp |
| Annual return | 16.53% | 17.90%-1.4pp | 47.52%-31.0pp | 5.13%+11.4pp |
| Employer contribution / active EE | $110 | $2,913-96.2% | $4,617-97.6% | $1,974-94.4% |
| Participant deferral / active EE | $4,341 | $5,130-15.4% | $5,984-27.5% | $3,061+41.8% |
| Admin fee / account holder | $126 | $106+18.2% | $8,357-98.5% | $95+32.9% |