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 9-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 | $68,470 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $56,628 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,301 | $56,503-62.3% | $70,092-69.6% | $64,808-67.1% |
| Participation rate | 58.7% | 70.5%-11.8pp | 70.5%-11.8pp | 71.5%-12.8pp |
| Annual return | -12.51% | -13.44%+0.9pp | 190.73%-203.2pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,277 | $2,046-37.6% | $2,559-50.1% | $2,506-49.0% |
| Participant deferral / active EE | $598 | $3,389-82.4% | $3,849-84.5% | $4,310-86.1% |
| Admin fee / account holder | $126 | $160-21.6% | $6,267-98.0% | $188-33.1% |