See peer percentile detail. $4.99 for your first month.
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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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,300 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,205 |
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 | $87,821 | $58,320+50.6% | $86,436+1.6% | $66,914+31.2% |
| Participation rate | 94.9% | 78.6%+16.4pp | 80.3%+14.6pp | 69.8%+25.1pp |
| Annual return | -12.20% | -9.71%-2.5pp | 4394.89%-4407.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,978 | $2,615-24.4% | $3,769-47.5% | $2,544-22.3% |
| Participant deferral / active EE | $9,025 | $6,899+30.8% | $6,952+29.8% | $4,237+113.0% |
| Admin fee / account holder | $137 | $546-75.0% | $6,731-98.0% | $593-77.0% |