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 | $14,759 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $236 |
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 | $28,994 | $50,958-43.1% | $74,550-61.1% | $64,186-54.8% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.1%+8.6pp | 69.6%+8.2pp |
| Annual return | -3.27% | -1.86%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $464 | $1,115-58.4% | $1,961-76.3% | $2,381-80.5% |
| Participant deferral / active EE | $5,191 | $2,301+125.5% | $3,108+67.0% | $3,470+49.6% |
| Admin fee / account holder | $176 | $4,223-95.8% | $5,060-96.5% | $4,888-96.4% |