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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,303 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $9,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,724 | $98,727-44.6% | $113,168-51.6% | $85,563-36.0% |
| Participation rate | 61.2% | 80.8%-19.6pp | 76.6%-15.3pp | 66.0%-4.7pp |
| Annual return | 15.05% | 17.43%-2.4pp | 24.27%-9.2pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,868 | $2,907-35.7% | $2,975-37.2% | $2,654-29.6% |
| Participant deferral / active EE | $3,263 | $5,424-39.8% | $5,107-36.1% | $4,375-25.4% |
| Admin fee / account holder | $254 | $357-28.7% | $12,068-97.9% | $834-69.5% |