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 | $2,214 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,442 | $57,976-83.7% | $62,995-85.0% | $62,292-84.8% |
| Participation rate | 74.8% | 75.9%-1.1pp | 74.8%0pp | 69.5%+5.3pp |
| Annual return | 21.42% | 17.54%+3.9pp | 87.57%-66.2pp | 28.90%-7.5pp |
| Employer contribution / active EE | $2,190 | $2,415-9.3% | $2,759-20.6% | $2,042+7.2% |
| Participant deferral / active EE | $2,773 | $2,956-6.2% | $3,329-16.7% | $3,169-12.5% |
| Admin fee / account holder | $16 | $276-94.3% | $3,600-99.6% | $479-96.7% |