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: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $261,988 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $95,882 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $70,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,835 | $104,697-63.9% | $96,544-60.8% | $80,160-52.8% |
| Participation rate | 95.6% | 86.4%+9.2pp | 76.0%+19.6pp | 72.9%+22.7pp |
| Annual return | -6.23% | 21.78%-28.0pp | 25.84%-32.1pp | 40.38%-46.6pp |
| Employer contribution / active EE | $3,698 | $3,536+4.6% | $2,965+24.7% | $2,978+24.2% |
| Participant deferral / active EE | $5,771 | $6,188-6.7% | $4,851+19.0% | $5,017+15.0% |
| Admin fee / account holder | $117 | $107+10.0% | $8,252-98.6% | $145-19.0% |