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 INC Service code 16 11101 SW SWITZER RD · OVERLAND PARK, KS 66210 | Consulting | $81,250 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,409 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE ADVISORY Service code 16 200 GLENRIDGE POINT PKWY · ATLANTA, GA 30342 | Consulting | $16,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,230 | $50,458+68.9% | $159,960-46.7% | $64,808+31.5% |
| Participation rate | 82.5% | 68.0%+14.5pp | 78.0%+4.6pp | 71.5%+11.1pp |
| Annual return | -19.75% | -13.42%-6.3pp | 408.60%-428.4pp | 32.82%-52.6pp |
| Employer contribution / active EE | $2,525 | $1,722+46.6% | $4,226-40.2% | $2,506+0.8% |
| Participant deferral / active EE | $5,952 | $4,004+48.7% | $6,182-3.7% | $4,310+38.1% |
| Admin fee / account holder | $267 | $706-62.2% | $8,698-96.9% | $188+42.2% |