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 4-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) | $17,753 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,554 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $1,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,603 | $54,193-47.2% | $93,606-69.4% | $77,643-63.2% |
| Participation rate | 37.2% | 63.9%-26.8pp | 68.7%-31.5pp | 70.6%-33.4pp |
| Annual return | 18.93% | 30.54%-11.6pp | 133.20%-114.3pp | 31.24%-12.3pp |
| Employer contribution / active EE | $1,228 | $1,168+5.2% | $2,420-49.2% | $2,726-54.9% |
| Participant deferral / active EE | $2,014 | $3,144-35.9% | $4,411-54.4% | $4,647-56.7% |
| Admin fee / account holder | $202 | $576-64.9% | $8,285-97.6% | $430-53.1% |