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 | $15,726 |
TPG FINANCIAL ADVISORS, LLC3+ years Service code 27 11740 SW 68TH PKWY · PORTLAND, OR 97223 | Advisory (Plan) | $13,989 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,588 |
NORTHWEST RETIREMENT PLANS, INC.3+ years Service code 13 3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504 | Contract Administrator | $5,596 |
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 | $33,188 | $55,453-40.2% | $170,442-80.5% | $62,292-46.7% |
| Participation rate | 84.9% | 66.4%+18.5pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 75.30% | 21.38%+53.9pp | 205.93%-130.6pp | 28.90%+46.4pp |
| Employer contribution / active EE | $848 | $2,164-60.8% | $5,433-84.4% | $2,042-58.5% |
| Participant deferral / active EE | $5,077 | $2,303+120.5% | $4,939+2.8% | $3,169+60.2% |
| Admin fee / account holder | $105 | $455-76.9% | $13,880-99.2% | $479-78.1% |