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: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $10,330 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,956 | $66,124-80.4% | $90,404-85.7% | $73,488-82.4% |
| Participation rate | 82.0% | 69.7%+12.4pp | 72.7%+9.3pp | 70.7%+11.4pp |
| Annual return | 1.41% | 17.65%-16.2pp | 1293.02%-1291.6pp | 28.51%-27.1pp |
| Employer contribution / active EE | $2,283 | $2,346-2.7% | $3,262-30.0% | $2,270+0.6% |
| Participant deferral / active EE | $963 | $3,039-68.3% | $3,963-75.7% | $3,740-74.2% |
| Admin fee / account holder | $35 | $396-91.3% | $5,611-99.4% | $513-93.3% |