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 | $83,837 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $29,167 |
Service code 10 9401 W 87TH ST STE 200 · OVERLAND PARK, KS 66212 | Accounting | $10,550 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,538 | $119,446-33.4% | $150,045-47.0% | $85,563-7.0% |
| Participation rate | 96.4% | 75.4%+21.0pp | 82.3%+14.1pp | 66.0%+30.5pp |
| Annual return | 17.70% | 23.72%-6.0pp | 62.55%-44.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $3,678 | $4,078-9.8% | $4,693-21.6% | $2,654+38.6% |
| Participant deferral / active EE | $7,728 | $7,985-3.2% | $7,997-3.4% | $4,375+76.6% |
| Admin fee / account holder | $283 | $548-48.3% | $13,435-97.9% | $834-66.0% |