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 5-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 | $12,119 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $305 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,882 | $101,317-90.2% | $146,958-93.3% | $74,495-86.7% |
| Participation rate | 85.1% | 75.5%+9.6pp | 82.2%+2.9pp | 67.2%+17.9pp |
| Annual return | 24.27% | 8730.91%-8706.6pp | 418.34%-394.1pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $1,592 | $3,810-58.2% | $4,933-67.7% | $2,623-39.3% |
| Participant deferral / active EE | $3,597 | $7,303-50.8% | $8,070-55.4% | $4,346-17.2% |
| Admin fee / account holder | $58 | $1,739-96.7% | $12,998-99.6% | $1,942-97.0% |