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 | $15,779 |
SECURITIES AMERICA INC2 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $12,554 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,371 | $42,548+63.0% | $74,550-6.9% | $56,287+23.2% |
| Participation rate | 37.1% | 60.5%-23.4pp | 69.1%-32.0pp | 69.9%-32.7pp |
| Annual return | -5.19% | 12.40%-17.6pp | 32.53%-37.7pp | -9.96%+4.8pp |
| Employer contribution / active EE | $590 | $855-31.0% | $1,961-69.9% | $2,111-72.0% |
| Participant deferral / active EE | $1,197 | $2,277-47.4% | $3,108-61.5% | $3,350-64.3% |
| Admin fee / account holder | $378 | $467-19.1% | $5,060-92.5% | $521-27.4% |