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) | $46,152 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,164 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,679 | $55,415+81.7% | $155,509-35.3% | $74,495+35.1% |
| Participation rate | 81.8% | 61.9%+19.9pp | 78.2%+3.6pp | 67.2%+14.6pp |
| Annual return | 16.21% | 268.50%-252.3pp | 64.67%-48.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,032 | $2,267-54.5% | $4,672-77.9% | $2,623-60.7% |
| Participant deferral / active EE | $5,494 | $2,836+93.7% | $5,626-2.4% | $4,346+26.4% |
| Admin fee / account holder | $300 | $1,738-82.8% | $15,912-98.1% | $1,942-84.6% |