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 · LEAWOOD, KS 66211 | Advisory (Plan) | $10,667 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,378 |
Filed as: RETIREMENT PLANNING SERVICES INC. Service code 13 | Contract Administrator | $1,067 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $168 |
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 | $52,339 | $165,335-68.3% | $149,696-65.0% | $158,922-67.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.26% | 348.15%-346.9pp | 276.60%-275.3pp | 302.83%-301.6pp |
| Employer contribution / active EE | $3,565 | $5,103-30.1% | $4,644-23.2% | $4,761-25.1% |
| Participant deferral / active EE | $5,922 | $7,181-17.5% | $6,842-13.4% | $5,982-1.0% |
| Admin fee / account holder | $17,549 | $10,807+62.4% | $9,309+88.5% | $11,246+56.1% |