Filed April 16, 2026
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 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,609 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,552 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,455 |
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 | $110,385 | $80,753+36.7% | $136,294-19.0% | $62,292+77.2% |
| Participation rate | 95.7% | 73.5%+22.1pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 22.21% | 35.83%-13.6pp | 5155.94%-5133.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $2,224 | $2,884-22.9% | $4,695-52.6% | $2,042+8.9% |
| Participant deferral / active EE | $7,629 | $5,164+47.7% | $6,247+22.1% | $3,169+140.7% |
| Admin fee / account holder | $208 | $525-60.5% | $9,243-97.8% | $479-56.7% |