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 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,889 |
BB&T1 year Service code 50 · EIN 56-1368984 | Direct Payment | $22,835 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $20,111 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $3,174 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,826 | $59,263-2.4% | $96,562-40.1% | $79,386-27.2% |
| Participation rate | 89.7% | 61.9%+27.8pp | 69.8%+19.9pp | 70.7%+19.0pp |
| Annual return | 13.74% | 27.07%-13.3pp | 37.78%-24.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $986 | $1,216-18.9% | $2,356-58.1% | $2,427-59.4% |
| Participant deferral / active EE | $3,791 | $2,948+28.6% | $3,849-1.5% | $4,046-6.3% |
| Admin fee / account holder | $322 | $658-51.0% | $6,181-94.8% | $626-48.5% |