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 ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,668 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126 |
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 | $32,248 | $46,072-30.0% | $70,014-53.9% | $55,167-41.5% |
| Participation rate | 81.7% | 67.5%+14.2pp | 71.8%+9.9pp | 69.0%+12.7pp |
| Annual return | 7.66% | 8.68%-1.0pp | 12.99%-5.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $829 | $1,500-44.7% | $2,338-64.5% | $1,963-57.8% |
| Participant deferral / active EE | $2,273 | $2,344-3.0% | $2,931-22.4% | $3,054-25.6% |
| Admin fee / account holder | $16 | $428-96.3% | $4,380-99.6% | $504-96.9% |