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 INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,915,764 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $950,201 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $125,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,277 | $140,769-82.8% | $136,749-82.2% | $140,769-82.8% |
| Participation rate | 96.2% | 74.2%+22.0pp | 72.1%+24.0pp | 74.2%+22.0pp |
| Annual return | 16.18% | 16.82%-0.6pp | 24.33%-8.1pp | 16.82%-0.6pp |
| Employer contribution / active EE | $1,453 | $3,906-62.8% | $3,400-57.3% | $3,906-62.8% |
| Participant deferral / active EE | $2,278 | $6,717-66.1% | $4,692-51.5% | $6,717-66.1% |
| Admin fee / account holder | $139 | $229-39.2% | $11,386-98.8% | $229-39.2% |