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 | $12,507 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,927 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $8,273 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,750 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES LLC Service code 13 6322 DEANE HILL DR STE 201 · KNOXVILLE, TN 37919 | Contract Administrator | $2,896 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,986 | $84,487-32.6% | $125,339-54.5% | $66,914-14.8% |
| Participation rate | 18.1% | 76.4%-58.3pp | 82.4%-64.2pp | 69.8%-51.7pp |
| Annual return | -17.90% | -8.39%-9.5pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $433 | $3,553-87.8% | $4,814-91.0% | $2,544-83.0% |
| Participant deferral / active EE | $797 | $6,781-88.3% | $7,446-89.3% | $4,237-81.2% |
| Admin fee / account holder | $901 | $685+31.5% | $10,010-91.0% | $593+51.8% |