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 | $23,695 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $15,934 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,660 | $51,620-25.1% | $90,281-57.2% | $65,185-40.7% |
| Participation rate | 95.6% | 68.6%+26.9pp | 73.3%+22.3pp | 70.2%+25.4pp |
| Annual return | 3.38% | 24.94%-21.6pp | 78.10%-74.7pp | 29.38%-26.0pp |
| Employer contribution / active EE | $1,738 | $2,235-22.2% | $2,854-39.1% | $2,177-20.2% |
| Participant deferral / active EE | $1,761 | $2,871-38.7% | $3,885-54.7% | $3,514-49.9% |
| Admin fee / account holder | $172 | $384-55.2% | $5,351-96.8% | $847-79.7% |