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 55 1250 CAPITAL OF TEXAS HWY S · HOUSTON, TX 78746 | Other Commissions | $35,275 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,102 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,614 |
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 | $29,103 | $46,732-37.7% | $156,549-81.4% | $55,167-47.2% |
| Participation rate | 99.2% | 65.8%+33.4pp | 84.0%+15.2pp | 69.0%+30.2pp |
| Annual return | 9.00% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,852 | $2,105+83.0% | $5,501-30.0% | $1,963+96.3% |
| Participant deferral / active EE | $1,691 | $2,204-23.3% | $4,871-65.3% | $3,054-44.6% |
| Admin fee / account holder | $88 | $418-78.9% | $13,027-99.3% | $504-82.5% |