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 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $36,833 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,964 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,344 |
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 | $33,469 | $55,453-39.6% | $170,442-80.4% | $62,292-46.3% |
| Participation rate | 99.2% | 66.4%+32.8pp | 83.6%+15.6pp | 69.5%+29.7pp |
| Annual return | 17.27% | 21.38%-4.1pp | 205.93%-188.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,896 | $2,164+80.1% | $5,433-28.3% | $2,042+90.8% |
| Participant deferral / active EE | $1,812 | $2,303-21.3% | $4,939-63.3% | $3,169-42.8% |
| Admin fee / account holder | $106 | $455-76.6% | $13,880-99.2% | $479-77.8% |