See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Recordkee... | $48,799 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,645 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,461 |
REHMANN ROBSON2 years Filed as: REHMANN FINANICAL GROUP Service code 13 4086 LEGACY PKWY · LANSING, MI 48911 | Contract Administrator | $6,082 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,851 | $101,317-30.1% | $146,958-51.8% | $74,495-4.9% |
| Participation rate | 87.1% | 75.5%+11.5pp | 82.2%+4.9pp | 67.2%+19.9pp |
| Annual return | 12.75% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,528 | $7,303+3.1% | $8,070-6.7% | $4,346+73.2% |
| Admin fee / account holder | $593 | $1,739-65.9% | $12,998-95.4% | $1,942-69.4% |