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 Service code 27 4860 COLLEGE BLVD, STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,453 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,665 |
Filed as: RETIREMENT PLANNING SERVICES INC. Service code 13 | Contract Administrator | $1,245 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $105 |
Service code 13 P.O. BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,661 | $157,256-65.2% | $141,162-61.3% | $152,861-64.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.98% | 64.32%-50.3pp | 71.39%-57.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $4,294 | $5,261-18.4% | $4,735-9.3% | $4,762-9.8% |
| Participant deferral / active EE | $6,695 | $7,109-5.8% | $6,709-0.2% | $5,850+14.4% |
| Admin fee / account holder | $2,773 | $12,120-77.1% | $10,261-73.0% | $11,596-76.1% |