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 | $20,360 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,473 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $4,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,669 | $99,078-14.5% | $96,544-12.3% | $74,419+13.8% |
| Participation rate | 92.9% | 80.7%+12.3pp | 76.0%+17.0pp | 70.7%+22.2pp |
| Annual return | 18.14% | 22.48%-4.3pp | 25.84%-7.7pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,693 | $2,570+4.8% | $2,965-9.2% | $2,637+2.1% |
| Participant deferral / active EE | $5,258 | $4,933+6.6% | $4,851+8.4% | $4,528+16.1% |
| Admin fee / account holder | $135 | $225-39.8% | $8,252-98.4% | $348-61.1% |