Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 99 · EIN 61-1932930 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $6,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,265 |
Filed as: FINANCIALFOCUS RETIREMENT PLAN SERV Service code 13 · EIN 47-5015396 2705 S ALMA SCHOOL RD STE 2 · CHANDLER, CO 85286 | Contract Administrator | $2,500 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,789 | $84,685+40.3% | $142,942-16.9% | $67,986+74.7% |
| Participation rate | 95.1% | 61.4%+33.7pp | 76.8%+18.3pp | 57.2%+37.9pp |
| Annual return | 19.44% | 35.89%-16.5pp | 113.70%-94.3pp | 31.67%-12.2pp |
| Employer contribution / active EE | $1,043 | $2,263-53.9% | $4,139-74.8% | $2,019-48.3% |
| Participant deferral / active EE | $9,498 | $3,832+147.9% | $7,128+33.2% | $3,358+182.8% |
| Admin fee / account holder | $57 | $3,229-98.2% | $12,475-99.5% | $3,203-98.2% |