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) | $85,728 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,797 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,603 |
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 | $130,486 | $73,102+78.5% | $123,544+5.6% | $56,287+131.8% |
| Participation rate | 79.0% | 74.3%+4.7pp | 82.3%-3.2pp | 69.9%+9.2pp |
| Annual return | -4.26% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,535 | $2,977-14.8% | $4,628-45.2% | $2,111+20.1% |
| Participant deferral / active EE | $9,429 | $5,423+73.9% | $6,426+46.7% | $3,350+181.5% |
| Admin fee / account holder | $406 | $554-26.7% | $9,284-95.6% | $521-22.0% |