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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,711 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,744 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,849 | $76,050-64.7% | $96,544-72.2% | $71,457-62.4% |
| Participation rate | 79.9% | 74.4%+5.5pp | 76.0%+3.9pp | 67.9%+12.0pp |
| Annual return | 16.68% | 22.81%-6.1pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,437 | $2,244+8.6% | $2,965-17.8% | $2,588-5.8% |
| Participant deferral / active EE | $5,913 | $4,215+40.3% | $4,851+21.9% | $4,289+37.9% |
| Admin fee / account holder | $107 | $2,707-96.0% | $8,252-98.7% | $1,587-93.2% |