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 |
|---|---|---|
Service code 13 PO BOX 735399 · DALLAS, TX 753735399 | Contract Administrator | $28,542 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,200 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 13 PO BOX 735399 · DALLAS, TX 75373 | Contract Administrator | $9,956 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,838 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,425 | $81,625-46.8% | $167,512-74.1% | $74,304-41.6% |
| Participation rate | 84.8% | 60.0%+24.8pp | 77.1%+7.8pp | 60.3%+24.5pp |
| Annual return | 15.36% | 26.09%-10.7pp | 1615.79%-1600.4pp | 29.43%-14.1pp |
| Employer contribution / active EE | $768 | $2,010-61.8% | $3,882-80.2% | $2,241-65.7% |
| Participant deferral / active EE | $4,230 | $4,115+2.8% | $6,405-34.0% | $3,767+12.3% |
| Admin fee / account holder | $362 | $3,474-89.6% | $9,769-96.3% | $2,969-87.8% |