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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,615 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,359 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,973 | $72,254-71.0% | $86,677-75.8% | $64,808-67.6% |
| Participation rate | 81.5% | 80.4%+1.0pp | 76.6%+4.9pp | 71.5%+10.0pp |
| Annual return | -15.25% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,587 | $2,393-33.7% | $2,836-44.0% | $2,506-36.7% |
| Participant deferral / active EE | $4,229 | $4,658-9.2% | $4,656-9.2% | $4,310-1.9% |
| Admin fee / account holder | $88 | $174-49.7% | $7,493-98.8% | $188-53.4% |