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 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $74,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,559 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $10,033 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $8,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,371 | $101,499+67.9% | $147,005+15.9% | $74,546+128.5% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 14.39% | 8732.34%-8718.0pp | 418.76%-404.4pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $19,307 | $3,811+406.6% | $4,934+291.3% | $2,624+635.7% |
| Participant deferral / active EE | $12,274 | $7,304+68.0% | $8,070+52.1% | $4,347+182.3% |
| Admin fee / account holder | $498 | $1,748-71.5% | $13,006-96.2% | $1,944-74.4% |