Filed June 18, 2026
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 | $174,810 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55,816 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $34,669 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $33,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,972 | $29,988-63.4% | $81,478-86.5% | $80,976-86.5% |
| Participation rate | 13.9% | 32.0%-18.1pp | 68.0%-54.1pp | 68.3%-54.4pp |
| Annual return | 14.39% | 51.73%-37.3pp | 38.78%-24.4pp | 22.91%-8.5pp |
| Employer contribution / active EE | $68 | $470-85.5% | $2,568-97.3% | $2,402-97.2% |
| Participant deferral / active EE | $291 | $1,209-75.9% | $3,537-91.8% | $3,848-92.4% |
| Admin fee / account holder | $73 | $63+17.0% | $4,561-98.4% | $67+8.9% |