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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $224,428 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $169,369 |
MARCUM LLP3 years Service code 10 155 S MAIN ST · PROVIDENCE, RI 02903 | Accounting | $64,887 |
Filed as: ONEDIGITAL INVESTMENT ADVISOR LLC Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $59,935 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $18,000 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $14,945 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
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 | $37,745 | $53,136-29.0% | $155,509-75.7% | $199,593-81.1% |
| Participation rate | 85.8% | 64.1%+21.7pp | 78.2%+7.6pp | 72.0%+13.8pp |
| Annual return | 15.43% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $718 | $1,851-61.2% | $4,672-84.6% | $3,034-76.3% |
| Participant deferral / active EE | $3,914 | $3,161+23.8% | $5,626-30.4% | $5,087-23.0% |
| Admin fee / account holder | $127 | $185-31.3% | $15,912-99.2% | $269-52.6% |