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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,052 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $56,155 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,650 | $45,031-11.9% | $84,966-53.3% | $77,643-48.9% |
| Participation rate | 47.2% | 48.7%-1.4pp | 67.5%-20.3pp | 70.6%-23.3pp |
| Annual return | 19.89% | 79.22%-59.3pp | 66.38%-46.5pp | 31.24%-11.3pp |
| Employer contribution / active EE | $1,513 | $1,609-6.0% | $2,727-44.5% | $2,726-44.5% |
| Participant deferral / active EE | $2,952 | $2,807+5.1% | $4,519-34.7% | $4,647-36.5% |
| Admin fee / account holder | $168 | $912-81.6% | $6,149-97.3% | $430-61.0% |