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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,381 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $10,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,602 | $80,968-48.6% | $96,544-56.9% | $75,163-44.7% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.8pp | 67.2%+18.5pp |
| Annual return | 16.80% | 27.06%-10.3pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $824 | $2,282-63.9% | $2,965-72.2% | $2,670-69.1% |
| Participant deferral / active EE | $2,008 | $3,928-48.9% | $4,851-58.6% | $4,125-51.3% |
| Admin fee / account holder | $213 | $6,724-96.8% | $8,252-97.4% | $5,651-96.2% |