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 |
|---|---|---|
RMI INSURANCE SERVICES INC.8+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $36,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,846 |
Service code 13 206 N. 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $2,110 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,324 | $51,175+129.3% | $70,515+66.4% | $75,163+56.1% |
| Participation rate | 98.9% | 60.9%+38.0pp | 68.3%+30.6pp | 67.2%+31.7pp |
| Annual return | -4.79% | 30.02%-34.8pp | 32.77%-37.6pp | 160.62%-165.4pp |
| Employer contribution / active EE | $5,376 | $1,826+194.4% | $2,973+80.8% | $2,670+101.4% |
| Participant deferral / active EE | $3,357 | $2,849+17.8% | $4,567-26.5% | $4,125-18.6% |
| Admin fee / account holder | $185 | $4,091-95.5% | $6,412-97.1% | $5,651-96.7% |