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 | $4,073 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $156 |
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 | $87,314 | $89,739-2.7% | $149,718-41.7% | $62,292+40.2% |
| Participation rate | 90.7% | 85.1%+5.6pp | 87.1%+3.6pp | 69.5%+21.2pp |
| Annual return | 18.08% | 21.01%-2.9pp | 1501.63%-1483.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $3,199 | $3,233-1.0% | $5,445-41.2% | $2,042+56.6% |
| Participant deferral / active EE | $10,276 | $4,797+114.2% | $6,569+56.4% | $3,169+224.3% |
| Admin fee / account holder | $16 | $551-97.2% | $11,283-99.9% | $479-96.7% |