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 8-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 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,864 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,063 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $6,407 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,539 | $79,184-55.1% | $102,438-65.3% | $74,546-52.3% |
| Participation rate | 90.1% | 74.8%+15.3pp | 76.5%+13.6pp | 67.2%+22.9pp |
| Annual return | 14.67% | 54.95%-40.3pp | 29.37%-14.7pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,324 | $4,414+88.6% | $5,054+64.7% | $4,347+91.5% |
| Admin fee / account holder | $183 | $2,001-90.8% | $9,448-98.1% | $1,944-90.6% |