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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,228 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $29,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,117 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1,611 |
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 | $130,040 | $80,724+61.1% | $103,333+25.8% | $74,495+74.6% |
| Participation rate | 98.7% | 65.7%+33.0pp | 74.5%+24.1pp | 67.2%+31.5pp |
| Annual return | 17.00% | 27.56%-10.6pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $6,267 | $3,157+98.5% | $3,868+62.0% | $2,623+138.9% |
| Participant deferral / active EE | $7,859 | $3,860+103.6% | $5,057+55.4% | $4,346+80.8% |
| Admin fee / account holder | $429 | $2,368-81.9% | $8,355-94.9% | $1,942-77.9% |