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 | $43,176 |
DA DAVIDSON & CO3+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $40,020 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,114 |
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 | $34,240 | $46,173-25.8% | $170,442-79.9% | $69,631-50.8% |
| Participation rate | 78.0% | 63.9%+14.1pp | 83.6%-5.6pp | 70.7%+7.3pp |
| Annual return | 15.03% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,709 | $1,610+6.1% | $5,433-68.5% | $2,032-15.9% |
| Participant deferral / active EE | $1,778 | $2,080-14.5% | $4,939-64.0% | $3,224-44.9% |
| Admin fee / account holder | $157 | $116+35.2% | $13,880-98.9% | $110+42.0% |