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) | $41,235 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,973 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,833 | $61,214-20.2% | $83,333-41.4% | $56,287-13.2% |
| Participation rate | 86.2% | 72.6%+13.7pp | 77.8%+8.5pp | 69.9%+16.4pp |
| Annual return | -7.24% | 0.42%-7.7pp | 10.63%-17.9pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,871 | $1,925+101.1% | $3,379+14.6% | $2,111+83.4% |
| Participant deferral / active EE | $9,020 | $5,091+77.2% | $5,565+62.1% | $3,350+169.3% |
| Admin fee / account holder | $319 | $512-37.6% | $7,510-95.7% | $521-38.7% |