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 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,479 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $46,730 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $24,089 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $10,000 |
PLAN DESIGN CONSULTANTS, INC.10+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 3451 VIA MONTEBELLO · CARLSBAD, CA 92009 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,746 | $106,028-6.9% | $146,958-32.8% | $77,643+27.2% |
| Participation rate | 71.7% | 78.4%-6.7pp | 82.2%-10.5pp | 70.6%+1.1pp |
| Annual return | 15.06% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,937 | $4,063-52.3% | $4,933-60.7% | $2,726-28.9% |
| Participant deferral / active EE | $6,752 | $7,990-15.5% | $8,070-16.3% | $4,647+45.3% |
| Admin fee / account holder | $391 | $337+15.9% | $12,998-97.0% | $430-9.1% |