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 3-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 | $62,232 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $11,266 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,649 | $104,919-0.3% | $116,228-10.0% | $85,563+22.3% |
| Participation rate | 91.2% | 78.6%+12.6pp | 74.6%+16.6pp | 66.0%+25.2pp |
| Annual return | 23.94% | 15.38%+8.6pp | 90.06%-66.1pp | 31.51%-7.6pp |
| Employer contribution / active EE | $8,087 | $3,485+132.0% | $2,994+170.1% | $2,654+204.8% |
| Participant deferral / active EE | $16,943 | $5,306+219.3% | $4,953+242.1% | $4,375+287.2% |
| Admin fee / account holder | $146 | $429-66.0% | $11,989-98.8% | $834-82.6% |