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 3-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) | $22,185 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,027 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,058 | $68,914+36.5% | $136,749-31.2% | $74,304+26.6% |
| Participation rate | 35.8% | 51.3%-15.6pp | 72.1%-36.4pp | 60.3%-24.6pp |
| Annual return | 16.75% | 16.34%+0.4pp | 24.33%-7.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,740 | $1,561+11.5% | $3,400-48.8% | $2,241-22.3% |
| Participant deferral / active EE | $2,860 | $2,541+12.6% | $4,692-39.0% | $3,767-24.1% |
| Admin fee / account holder | $449 | $3,149-85.7% | $11,386-96.1% | $2,969-84.9% |