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 4-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) | $48,552 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,429 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,001 | $47,126-44.8% | $149,673-82.6% | $74,419-65.1% |
| Participation rate | 57.6% | 63.4%-5.8pp | 78.8%-21.1pp | 70.7%-13.1pp |
| Annual return | 65.68% | 22.75%+42.9pp | 134.42%-68.7pp | 34.38%+31.3pp |
| Employer contribution / active EE | $1,793 | $1,905-5.9% | $4,818-62.8% | $2,637-32.0% |
| Participant deferral / active EE | $3,385 | $2,728+24.1% | $5,680-40.4% | $4,528-25.2% |
| Admin fee / account holder | $164 | $343-52.2% | $13,210-98.8% | $348-52.9% |