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 9-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 | $1,125 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,213 | $64,909-75.0% | $82,313-80.3% | $62,292-74.0% |
| Participation rate | 87.8% | 74.9%+12.9pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 22.95% | 21.18%+1.8pp | 25.88%-2.9pp | 28.90%-6.0pp |
| Employer contribution / active EE | $1,967 | $1,676+17.3% | $2,428-19.0% | $2,042-3.7% |
| Participant deferral / active EE | $3,526 | $3,103+13.6% | $3,706-4.9% | $3,169+11.3% |
| Admin fee / account holder | $5 | $440-98.8% | $5,608-99.9% | $479-98.9% |