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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $26,011 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,522 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,891 | $49,915+20.0% | $154,803-61.3% | $74,304-19.4% |
| Participation rate | 95.1% | 54.0%+41.2pp | 78.1%+17.1pp | 60.3%+34.8pp |
| Annual return | 21.50% | 34.06%-12.6pp | 58.88%-37.4pp | 29.43%-7.9pp |
| Employer contribution / active EE | $2,485 | $1,611+54.2% | $4,305-42.3% | $2,241+10.9% |
| Participant deferral / active EE | $5,710 | $2,255+153.3% | $5,540+3.1% | $3,767+51.6% |
| Admin fee / account holder | $190 | $2,189-91.3% | $14,329-98.7% | $2,969-93.6% |