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 ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $77,679 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $43,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,080 | $82,978-28.8% | $129,995-54.6% | $71,457-17.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 19.08% | 20.60%-1.5pp | -137.18%+156.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,873 | $2,622+9.6% | $4,320-33.5% | $2,588+11.0% |
| Participant deferral / active EE | $7,951 | $4,432+79.4% | $5,820+36.6% | $4,289+85.4% |
| Admin fee / account holder | $478 | $1,729-72.4% | $10,614-95.5% | $1,587-69.9% |