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 7-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 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,715 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,607 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $4,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,657 | $46,292-46.7% | $143,757-82.8% | $64,808-62.0% |
| Participation rate | 62.9% | 64.2%-1.3pp | 80.3%-17.4pp | 71.5%-8.5pp |
| Annual return | -15.28% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,139 | $1,910-40.4% | $4,951-77.0% | $2,506-54.6% |
| Participant deferral / active EE | $2,461 | $2,646-7.0% | $5,637-56.3% | $4,310-42.9% |
| Admin fee / account holder | $301 | $154+95.9% | $14,673-97.9% | $188+60.4% |