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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $45,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $6,077 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $84,083 | $88,083-4.5% | $164,813-49.0% | $74,495+12.9% |
| Participation rate | 99.5% | 73.0%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 11.81% | 17.26%-5.5pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $877 | $2,593-66.2% | $4,341-79.8% | $2,623-66.6% |
| Participant deferral / active EE | $5,612 | $4,498+24.8% | $6,031-7.0% | $4,346+29.1% |
| Admin fee / account holder | $193 | $2,234-91.3% | $12,690-98.5% | $1,942-90.0% |