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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,442 |
Service code 99 PO BOX 735399 · DALLAS, TX 753735399 | Other Fees | $25,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,108 | $106,028-34.8% | $146,958-53.0% | $77,643-11.0% |
| Participation rate | 98.3% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 14.91% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,252 | $4,063-20.0% | $4,933-34.1% | $2,726+19.3% |
| Participant deferral / active EE | $6,920 | $7,990-13.4% | $8,070-14.2% | $4,647+48.9% |
| Admin fee / account holder | $229 | $337-32.1% | $12,998-98.2% | $430-46.7% |