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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $138,506 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $76,841 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $39,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,808 | $113,293-57.8% | $67,502-29.2% | $199,593-76.0% |
| Participation rate | 95.5% | 73.3%+22.1pp | 72.9%+22.6pp | 72.0%+23.5pp |
| Annual return | 32.31% | 15.88%+16.4pp | 3512.12%-3479.8pp | 34.25%-1.9pp |
| Employer contribution / active EE | $1,825 | $3,401-46.3% | $2,731-33.2% | $3,034-39.8% |
| Participant deferral / active EE | $8,809 | $4,159+111.8% | $4,000+120.2% | $5,087+73.2% |
| Admin fee / account holder | $134 | $103+30.7% | $3,998-96.6% | $269-50.2% |