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 | $76,396 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $40,246 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $25 |
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 | $17,981 | $57,831-68.9% | $82,389-78.2% | $85,563-79.0% |
| Participation rate | 92.8% | 55.0%+37.8pp | 69.5%+23.3pp | 66.0%+26.8pp |
| Annual return | 12.94% | 17.86%-4.9pp | 28.67%-15.7pp | 31.51%-18.6pp |
| Employer contribution / active EE | $135 | $1,643-91.8% | $2,517-94.6% | $2,654-94.9% |
| Participant deferral / active EE | $1,880 | $3,118-39.7% | $4,155-54.8% | $4,375-57.0% |
| Admin fee / account holder | $164 | $1,391-88.2% | $7,231-97.7% | $834-80.4% |