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 3-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 |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL MGMT GROUP L Service code 27 · EIN 31-1612116 | Advisory (Plan) | $16,710 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $4,822 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,654 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWODD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,604 | $72,254-46.6% | $86,677-55.5% | $64,808-40.4% |
| Participation rate | 85.3% | 80.4%+4.8pp | 76.6%+8.7pp | 71.5%+13.8pp |
| Annual return | -12.93% | 392.42%-405.4pp | 35.91%-48.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $483 | $2,393-79.8% | $2,836-83.0% | $2,506-80.7% |
| Participant deferral / active EE | $2,418 | $4,658-48.1% | $4,656-48.1% | $4,310-43.9% |
| Admin fee / account holder | $40 | $174-77.2% | $7,493-99.5% | $188-78.8% |