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 6-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 | $15,812 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $5,420 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $27 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,539 | $49,915-56.8% | $154,803-86.1% | $74,304-71.0% |
| Participation rate | 57.2% | 54.0%+3.3pp | 78.1%-20.9pp | 60.3%-3.1pp |
| Annual return | 19.34% | 34.06%-14.7pp | 58.88%-39.5pp | 29.43%-10.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,657 | $2,255+17.8% | $5,540-52.0% | $3,767-29.5% |
| Admin fee / account holder | $152 | $2,189-93.1% | $14,329-98.9% | $2,969-94.9% |