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 |
|---|---|---|
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $18,065 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,462 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $8,652 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $5,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,218 | $96,484-36.6% | $156,263-60.8% | $74,304-17.6% |
| Participation rate | 91.7% | 67.7%+24.0pp | 78.9%+12.8pp | 60.3%+31.4pp |
| Annual return | 16.14% | 17.73%-1.6pp | 59.47%-43.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,429 | $2,528-3.9% | $4,333-43.9% | $2,241+8.4% |
| Participant deferral / active EE | $4,200 | $4,286-2.0% | $6,158-31.8% | $3,767+11.5% |
| Admin fee / account holder | $139 | $3,728-96.3% | $14,255-99.0% | $2,969-95.3% |