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. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $30,008 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,447 |
TIMESCALE FINANCIAL INC3 years Service code 27 222 ROSEWOOD DRIVE · DANVERS, MA 01923 | Advisory (Plan) | $9,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,687 | $61,272+38.2% | $149,673-43.4% | $71,457+18.5% |
| Participation rate | 77.8% | 62.5%+15.3pp | 78.8%-1.0pp | 67.9%+9.9pp |
| Annual return | 19.34% | 35.85%-16.5pp | 134.42%-115.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $820 | $2,378-65.5% | $4,818-83.0% | $2,588-68.3% |
| Participant deferral / active EE | $4,268 | $2,917+46.3% | $5,680-24.9% | $4,289-0.5% |
| Admin fee / account holder | $255 | $1,261-79.8% | $13,210-98.1% | $1,587-83.9% |