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) | $28,005 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,031 |
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 | $101,521 | $69,477+46.1% | $94,646+7.3% | $71,457+42.1% |
| Participation rate | 96.4% | 78.4%+17.9pp | 80.8%+15.5pp | 67.9%+28.5pp |
| Annual return | 17.11% | 29.66%-12.6pp | 156.71%-139.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,271 | $2,853+14.6% | $3,672-10.9% | $2,588+26.4% |
| Participant deferral / active EE | $10,407 | $7,345+41.7% | $7,418+40.3% | $4,289+142.7% |
| Admin fee / account holder | $178 | $1,210-85.3% | $7,231-97.5% | $1,587-88.8% |