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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $137,377 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE SUITE 50 · MOBILE, AL 36609 | Contract Administrator | $68,198 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $37,691 |
Filed as: RESOURCES INVESTMENT ADVISORS,LLC Service code 27 11101 SWITZER RD. STE.200 · OVERLAND, KS 66210 | Advisory (Plan) | $26,330 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,297 |
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 | $16,830 | $31,741-47.0% | $56,441-70.2% | $199,768-91.6% |
| Participation rate | 66.7% | 32.3%+34.4pp | 52.5%+14.2pp | 72.0%-5.3pp |
| Annual return | 15.00% | 14.72%+0.3pp | 1704.21%-1689.2pp | 34.26%-19.3pp |
| Employer contribution / active EE | $166 | $508-67.2% | $1,039-84.0% | $3,037-94.5% |
| Participant deferral / active EE | $1,890 | $1,184+59.6% | $1,953-3.2% | $5,090-62.9% |
| Admin fee / account holder | $146 | $426-65.9% | $2,829-94.9% | $269-45.9% |