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) | $21,251 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,010 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,492 | $93,571-24.7% | $135,903-48.1% | $75,163-6.2% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 21.57% | 30.90%-9.3pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $4,845 | $3,537+37.0% | $4,856-0.2% | $2,670+81.5% |
| Participant deferral / active EE | $8,623 | $6,404+34.6% | $7,758+11.2% | $4,125+109.0% |
| Admin fee / account holder | $222 | $6,975-96.8% | $10,762-97.9% | $5,651-96.1% |