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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,774 |
Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $10,193 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,354 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,066 | $73,638+76.6% | $108,410+20.0% | $79,386+63.8% |
| Participation rate | 90.0% | 77.4%+12.6pp | 80.1%+9.9pp | 70.7%+19.3pp |
| Annual return | 13.77% | 33.27%-19.5pp | 905.27%-891.5pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,818 | $2,397-24.1% | $3,558-48.9% | $2,427-25.1% |
| Participant deferral / active EE | $8,982 | $6,218+44.4% | $6,563+36.9% | $4,046+122.0% |
| Admin fee / account holder | $157 | $638-75.4% | $7,295-97.9% | $626-75.0% |