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.10+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $47,338 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,727 |
Service code 13 206 N. 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $1,385 |
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 | $130,545 | $59,097+120.9% | $82,389+58.5% | $74,304+75.7% |
| Participation rate | 93.0% | 52.8%+40.2pp | 69.5%+23.5pp | 60.3%+32.7pp |
| Annual return | 3.14% | 22.85%-19.7pp | 28.67%-25.5pp | 29.43%-26.3pp |
| Employer contribution / active EE | $3,500 | $1,601+118.6% | $2,517+39.1% | $2,241+56.2% |
| Participant deferral / active EE | $2,969 | $2,775+7.0% | $4,155-28.5% | $3,767-21.2% |
| Admin fee / account holder | $202 | $4,489-95.5% | $7,231-97.2% | $2,969-93.2% |