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 |
|---|---|---|
RESOURCES INVESTMENT ADVISORS LLC10+ years Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 11101 SWITZER RD SUITE 200 · OVERLAND PARK, KS 66210 | Investment Management | $73,603 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $71,529 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 · EIN 84-1072642 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,382 |
THE FINWAY GROUP3 years Service code 13 · EIN 42-1468222 5625 MILLS CIVIC PKWY., STE. 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $24,515 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP, LLC Service code 13 | Contract Administrator | $3,549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,339 | $119,446-26.9% | $150,045-41.8% | $85,563+2.1% |
| Participation rate | 99.0% | 75.4%+23.6pp | 82.3%+16.7pp | 66.0%+33.1pp |
| Annual return | 15.94% | 23.72%-7.8pp | 62.55%-46.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $5,518 | $4,078+35.3% | $4,693+17.6% | $2,654+107.9% |
| Participant deferral / active EE | $7,781 | $7,985-2.6% | $7,997-2.7% | $4,375+77.8% |
| Admin fee / account holder | $486 | $548-11.3% | $13,435-96.4% | $834-41.8% |