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 | $1,826 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,390 | $58,726+31.8% | $92,233-16.1% | $62,292+24.2% |
| Participation rate | 58.1% | 68.3%-10.2pp | 76.5%-18.4pp | 69.5%-11.4pp |
| Annual return | 10.75% | 43.62%-32.9pp | 176.28%-165.5pp | 28.90%-18.1pp |
| Employer contribution / active EE | $598 | $2,392-75.0% | $3,679-83.7% | $2,042-70.7% |
| Participant deferral / active EE | $4,933 | $2,766+78.4% | $3,897+26.6% | $3,169+55.6% |
| Admin fee / account holder | $32 | $556-94.2% | $5,194-99.4% | $479-93.3% |