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 | $67,333 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,034 | $155,795-8.8% | $136,294+4.2% | $69,631+104.0% |
| Participation rate | 21.9% | 75.2%-53.4pp | 81.9%-60.0pp | 70.7%-48.8pp |
| Annual return | 23.89% | 232464.33%-232440.4pp | 5155.94%-5132.0pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $2,013 | $2,991-32.7% | $4,695-57.1% | $2,032-1.0% |
| Participant deferral / active EE | $5,040 | $5,394-6.6% | $6,247-19.3% | $3,224+56.3% |
| Admin fee / account holder | $856 | $128+567.8% | $9,243-90.7% | $110+675.5% |