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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,699 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,232 | $63,905-76.2% | $74,183-79.5% | $57,658-73.6% |
| Participation rate | 84.4% | 79.8%+4.6pp | 76.6%+7.7pp | 70.2%+14.1pp |
| Annual return | 41.11% | 60.60%-19.5pp | 17.74%+23.4pp | 5.13%+36.0pp |
| Employer contribution / active EE | $792 | $1,840-56.9% | $2,370-66.6% | $1,974-59.9% |
| Participant deferral / active EE | $2,354 | $3,448-31.7% | $3,550-33.7% | $3,061-23.1% |
| Admin fee / account holder | $11 | $91-88.3% | $5,586-99.8% | $95-88.8% |