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 8-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 | $74,754 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $52,888 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $13,176 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,393 | $95,274-76.5% | $135,903-83.5% | $74,419-69.9% |
| Participation rate | 92.1% | 78.2%+13.9pp | 81.9%+10.2pp | 70.7%+21.3pp |
| Annual return | 20.71% | 32.77%-12.1pp | 68.23%-47.5pp | 34.38%-13.7pp |
| Employer contribution / active EE | $328 | $3,874-91.5% | $4,856-93.3% | $2,637-87.6% |
| Participant deferral / active EE | $9,315 | $7,782+19.7% | $7,758+20.1% | $4,528+105.7% |
| Admin fee / account holder | $108 | $266-59.4% | $10,762-99.0% | $348-68.9% |