Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,561 | $88,360-11.1% | $145,433-46.0% | $67,986+15.6% |
| Participation rate | 96.6% | 65.5%+31.1pp | 82.1%+14.4pp | 57.2%+39.4pp |
| Annual return | 20.24% | 63.15%-42.9pp | 66.58%-46.3pp | 31.67%-11.4pp |
| Employer contribution / active EE | $6,483 | $3,054+112.3% | $4,554+42.3% | $2,019+221.1% |
| Participant deferral / active EE | $11,570 | $5,932+95.0% | $7,897+46.5% | $3,358+244.5% |
| Admin fee / account holder | $326 | $3,313-90.2% | $13,129-97.5% | $3,203-89.8% |