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 | $87,277 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,629 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,232 |
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 | $146,009 | $64,909+124.9% | $82,313+77.4% | $62,292+134.4% |
| Participation rate | 90.3% | 74.9%+15.4pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 15.51% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $3,439 | $1,676+105.2% | $2,428+41.6% | $2,042+68.4% |
| Participant deferral / active EE | $7,411 | $3,103+138.8% | $3,706+100.0% | $3,169+133.8% |
| Admin fee / account holder | $840 | $440+91.0% | $5,608-85.0% | $479+75.2% |