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.9+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $40,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,343 |
Service code 13 206 N. 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $1,495 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,176 | $56,053+134.0% | $75,972+72.7% | $80,856+62.2% |
| Participation rate | 99.0% | 62.0%+36.9pp | 69.1%+29.9pp | 67.6%+31.3pp |
| Annual return | 14.67% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,155 | $1,874+175.0% | $2,685+92.0% | $2,755+87.1% |
| Participant deferral / active EE | $3,269 | $3,052+7.1% | $4,255-23.2% | $4,296-23.9% |
| Admin fee / account holder | $182 | $5,234-96.5% | $6,467-97.2% | $6,918-97.4% |