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 | $29,031 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,186 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,734 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,854 | $59,186-63.1% | $76,768-71.5% | $56,287-61.2% |
| Participation rate | 71.7% | 75.2%-3.5pp | 77.0%-5.2pp | 69.9%+1.9pp |
| Annual return | -6.38% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $304 | $1,759-82.7% | $2,485-87.8% | $2,111-85.6% |
| Participant deferral / active EE | $1,535 | $3,255-52.8% | $3,852-60.1% | $3,350-54.2% |
| Admin fee / account holder | $281 | $489-42.5% | $6,675-95.8% | $521-46.0% |