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 | $101,317+68.2% | $146,958+15.9% | $74,495+128.7% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 14.39% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $19,307 | $3,810+406.7% | $4,933+291.4% | $2,623+636.1% |
| Participant deferral / active EE | $12,274 | $7,303+68.1% | $8,070+52.1% | $4,346+182.4% |
| Admin fee / account holder | $498 | $1,739-71.4% | $12,998-96.2% | $1,942-74.4% |