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 DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $53,899 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,205 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,822 |
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 | $133,461 | $59,186+125.5% | $76,768+73.8% | $56,287+137.1% |
| Participation rate | 89.1% | 75.2%+13.9pp | 77.0%+12.2pp | 69.9%+19.3pp |
| Annual return | -4.94% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,559 | $1,759+102.4% | $2,485+43.2% | $2,111+68.6% |
| Participant deferral / active EE | $8,093 | $3,255+148.6% | $3,852+110.1% | $3,350+141.6% |
| Admin fee / account holder | $387 | $489-20.8% | $6,675-94.2% | $521-25.6% |