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 | $19,580 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $17,360 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $96 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,325 | $55,453-23.7% | $170,442-75.2% | $62,292-32.1% |
| Participation rate | 42.8% | 66.4%-23.6pp | 83.6%-40.8pp | 69.5%-26.7pp |
| Annual return | 23.23% | 21.38%+1.9pp | 205.93%-182.7pp | 28.90%-5.7pp |
| Employer contribution / active EE | $759 | $2,164-64.9% | $5,433-86.0% | $2,042-62.8% |
| Participant deferral / active EE | $1,219 | $2,303-47.1% | $4,939-75.3% | $3,169-61.5% |
| Admin fee / account holder | $157 | $455-65.4% | $13,880-98.9% | $479-67.2% |