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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,828 |
Filed as: RESOURCES INVESTMENT GROUP Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $3,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,389 | $71,883-59.1% | $86,677-66.1% | $68,494-57.1% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.4pp | 67.9%+31.1pp |
| Annual return | -16.11% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,543 | $2,173-29.0% | $2,836-45.6% | $2,596-40.6% |
| Participant deferral / active EE | $4,433 | $3,779+17.3% | $4,656-4.8% | $4,027+10.1% |
| Admin fee / account holder | $115 | $6,112-98.1% | $7,493-98.5% | $5,403-97.9% |