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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $163,480 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89,289 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Other Fees | $80,766 |
K FINANCIAL INC1 year Service code 10 940 MAIN ST · LOUISVILLE, CO 80027 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,483 | $103,641+82.8% | $107,525+76.2% | $102,872+84.2% |
| Participation rate | 78.8% | 79.4%-0.6pp | 75.1%+3.8pp | 73.0%+5.8pp |
| Annual return | 14.88% | 13.08%+1.8pp | 181.32%-166.4pp | 19.06%-4.2pp |
| Employer contribution / active EE | $9,342 | $5,096+83.3% | $3,754+148.9% | $3,526+164.9% |
| Participant deferral / active EE | $3,812 | $3,789+0.6% | $5,116-25.5% | $5,535-31.1% |
| Admin fee / account holder | $88 | $276-68.0% | $8,919-99.0% | $292-69.8% |