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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,780 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD SUITE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $5,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,538 | $63,114+37.1% | $92,893-6.8% | $65,185+32.8% |
| Participation rate | 7.0% | 68.8%-61.8pp | 76.0%-69.0pp | 70.2%-63.2pp |
| Annual return | 18.23% | 28.75%-10.5pp | 109.41%-91.2pp | 29.38%-11.2pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $198 | $3,108-93.6% | $4,236-95.3% | $3,514-94.4% |
| Admin fee / account holder | $676 | $624+8.4% | $5,794-88.3% | $847-20.2% |