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 |
|---|---|---|
Service code 13 PO BOX 735399 · DALLAS, TX 75373 | Contract Administrator | $20,496 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,365 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,074 |
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 | $84,920 | $59,402+43.0% | $93,654-9.3% | $74,546+13.9% |
| Participation rate | 61.5% | 59.7%+1.9pp | 68.7%-7.2pp | 67.2%-5.7pp |
| Annual return | 12.86% | 81.86%-69.0pp | 133.34%-120.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,217 | $1,265+75.3% | $2,421-8.4% | $2,624-15.5% |
| Participant deferral / active EE | $4,335 | $3,049+42.2% | $4,413-1.8% | $4,347-0.3% |
| Admin fee / account holder | $163 | $3,023-94.6% | $8,282-98.0% | $1,944-91.6% |