See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INNOVEST PORTFOLIO SOLUTIONS LLC11+ years Service code 27 7979 EAST TUFTS AVE, #1700 · DENVER, CO 80237 | Advisory (Plan) | $50,166 |
WITHUMSMITH+BROWN, PC9 years Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST LOUIS, MO 63179 | Accounting | $18,550 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,667 | $132,049+20.9% | $200,582-20.4% | $74,304+114.9% |
| Participation rate | 98.2% | 84.1%+14.1pp | 86.9%+11.3pp | 60.3%+37.8pp |
| Annual return | 17.87% | 22.22%-4.3pp | 42.33%-24.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $6,715 | $4,558+47.3% | $6,419+4.6% | $2,241+199.6% |
| Participant deferral / active EE | $11,784 | $7,213+63.4% | $9,331+26.3% | $3,767+212.8% |
| Admin fee / account holder | $543 | $2,405-77.4% | $16,305-96.7% | $2,969-81.7% |