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 | $33,705 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,490 | $99,078-58.1% | $96,544-57.0% | $74,419-44.2% |
| Participation rate | 32.1% | 80.7%-48.6pp | 76.0%-43.9pp | 70.7%-38.7pp |
| Annual return | 19.81% | 22.48%-2.7pp | 25.84%-6.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $1,119 | $2,570-56.5% | $2,965-62.3% | $2,637-57.6% |
| Participant deferral / active EE | $1,910 | $4,933-61.3% | $4,851-60.6% | $4,528-57.8% |
| Admin fee / account holder | $214 | $225-4.9% | $8,252-97.4% | $348-38.6% |