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,LLC Service code 27 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,405 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $8,957 |
Filed as: EMPOWER ANNUITY INS. CO AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,377 | $47,898+63.6% | $117,472-33.3% | $64,808+20.9% |
| Participation rate | 46.7% | 61.9%-15.2pp | 70.6%-23.9pp | 71.5%-24.8pp |
| Annual return | -14.09% | -15.54%+1.5pp | 29.74%-43.8pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,821 | $1,774+2.7% | $4,176-56.4% | $2,506-27.3% |
| Participant deferral / active EE | $2,104 | $3,151-33.2% | $4,070-48.3% | $4,310-51.2% |
| Admin fee / account holder | $106 | $132-19.5% | $5,645-98.1% | $188-43.5% |