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 3-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 13 PO BOX 735399 · DALLAS, TX 753735399 | Contract Administrator | $32,864 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,170 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11601 BORMAN DR · ST. LOUIS, MO 63146 | Contract Administrator | $5,325 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $536 |
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 | $50,499 | $71,964-29.8% | $167,512-69.9% | $85,563-41.0% |
| Participation rate | 38.8% | 61.0%-22.2pp | 77.1%-38.3pp | 66.0%-27.2pp |
| Annual return | 24.71% | 18.83%+5.9pp | 1615.79%-1591.1pp | 31.51%-6.8pp |
| Employer contribution / active EE | $1,177 | $1,875-37.2% | $3,882-69.7% | $2,654-55.6% |
| Participant deferral / active EE | $3,263 | $4,110-20.6% | $6,405-49.0% | $4,375-25.4% |
| Admin fee / account holder | $275 | $815-66.3% | $9,769-97.2% | $834-67.0% |