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 | $21,065 |
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,031 |
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.
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 | $9,649 | $50,637-80.9% | $86,590-88.9% | $62,292-84.5% |
| Participation rate | 67.3% | 67.9%-0.6pp | 73.5%-6.3pp | 69.5%-2.3pp |
| Annual return | 11.86% | 20.80%-8.9pp | 964.84%-953.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $332 | $2,075-84.0% | $2,839-88.3% | $2,042-83.7% |
| Participant deferral / active EE | $849 | $2,611-67.5% | $3,609-76.5% | $3,169-73.2% |
| Admin fee / account holder | $161 | $413-61.0% | $4,906-96.7% | $479-66.4% |