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 4-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) | $18,899 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,157 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,648 | $91,407-73.0% | $135,903-81.9% | $71,457-65.5% |
| Participation rate | 87.1% | 75.7%+11.4pp | 81.9%+5.2pp | 67.9%+19.2pp |
| Annual return | 39.81% | 29.90%+9.9pp | 68.23%-28.4pp | 28.85%+11.0pp |
| Employer contribution / active EE | $3,941 | $3,703+6.4% | $4,856-18.8% | $2,588+52.3% |
| Participant deferral / active EE | $7,488 | $7,092+5.6% | $7,758-3.5% | $4,289+74.6% |
| Admin fee / account holder | $146 | $1,266-88.5% | $10,762-98.6% | $1,587-90.8% |