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 9-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) | $29,630 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,677 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,476 | $54,193+59.6% | $93,606-7.6% | $77,643+11.4% |
| Participation rate | 64.3% | 63.9%+0.4pp | 68.7%-4.4pp | 70.6%-6.3pp |
| Annual return | 13.02% | 30.54%-17.5pp | 133.20%-120.2pp | 31.24%-18.2pp |
| Employer contribution / active EE | $586 | $1,168-49.8% | $2,420-75.8% | $2,726-78.5% |
| Participant deferral / active EE | $6,194 | $3,144+97.0% | $4,411+40.4% | $4,647+33.3% |
| Admin fee / account holder | $279 | $576-51.6% | $8,285-96.6% | $430-35.3% |