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 | $31,438 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,979 |
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 | $70,343 | $51,466+36.7% | $78,778-10.7% | $62,292+12.9% |
| Participation rate | 80.0% | 59.8%+20.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 13.71% | 19.96%-6.2pp | 35.62%-21.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,031 | $827+24.6% | $1,986-48.1% | $2,042-49.5% |
| Participant deferral / active EE | $3,114 | $2,147+45.0% | $2,958+5.3% | $3,169-1.7% |
| Admin fee / account holder | $251 | $489-48.7% | $5,134-95.1% | $479-47.6% |