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 5-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 | $54,965 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $35,665 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 · EIN 43-1451524 | Investment Management | $6,624 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,561 | $100,923-22.2% | $150,045-47.6% | $74,304+5.7% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.3%+14.2pp | 60.3%+36.2pp |
| Annual return | 20.24% | 51.77%-31.5pp | 62.55%-42.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $6,483 | $3,463+87.2% | $4,693+38.1% | $2,241+189.3% |
| Participant deferral / active EE | $11,570 | $6,709+72.4% | $7,997+44.7% | $3,767+207.1% |
| Admin fee / account holder | $326 | $2,767-88.2% | $13,435-97.6% | $2,969-89.0% |