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 | $2,505 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,075 |
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 | $51,419 | $55,449-7.3% | $83,848-38.7% | $56,287-8.6% |
| Participation rate | 91.5% | 68.0%+23.5pp | 76.1%+15.4pp | 69.9%+21.7pp |
| Annual return | -4.47% | -1.38%-3.1pp | 850.88%-855.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $831 | $2,430-65.8% | $3,631-77.1% | $2,111-60.6% |
| Participant deferral / active EE | $5,842 | $2,935+99.0% | $4,082+43.1% | $3,350+74.4% |
| Admin fee / account holder | $25 | $656-96.2% | $5,478-99.5% | $521-95.2% |