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 | $27,322 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $4,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,189 | $88,890+7.1% | $102,423-7.1% | $77,643+22.6% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.5%+18.4pp | 70.6%+24.3pp |
| Annual return | 14.14% | 24.98%-10.8pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,930 | $2,698+8.6% | $3,023-3.1% | $2,726+7.5% |
| Participant deferral / active EE | $5,570 | $5,145+8.3% | $5,053+10.2% | $4,647+19.9% |
| Admin fee / account holder | $159 | $235-32.6% | $9,451-98.3% | $430-63.2% |