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 | $1,024 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
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 | $98,371 | $73,102+34.6% | $123,544-20.4% | $56,287+74.8% |
| Participation rate | 89.5% | 74.3%+15.2pp | 82.3%+7.2pp | 69.9%+19.7pp |
| Annual return | -2.83% | 3.01%-5.8pp | 119.20%-122.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,171 | $2,977-27.1% | $4,628-53.1% | $2,111+2.8% |
| Participant deferral / active EE | $8,815 | $5,423+62.6% | $6,426+37.2% | $3,350+163.2% |
| Admin fee / account holder | $12 | $554-97.9% | $9,284-99.9% | $521-97.8% |