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 | $7,169 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,842 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $281 |
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 | $77,258 | $59,186+30.5% | $76,768+0.6% | $56,287+37.3% |
| Participation rate | 86.7% | 75.2%+11.4pp | 77.0%+9.7pp | 69.9%+16.8pp |
| Annual return | -6.27% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,205 | $1,759+82.3% | $2,485+29.0% | $2,111+51.8% |
| Participant deferral / active EE | $7,799 | $3,255+139.6% | $3,852+102.5% | $3,350+132.8% |
| Admin fee / account holder | $65 | $489-86.6% | $6,675-99.0% | $521-87.5% |