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 | $93,008 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $26,852 |
Employer 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 | $47,231 | $81,908-42.3% | $90,749-48.0% | $64,808-27.1% |
| Participation rate | 89.5% | 80.5%+9.0pp | 75.7%+13.8pp | 71.5%+18.0pp |
| Annual return | -15.77% | -12.53%-3.2pp | -12.16%-3.6pp | 32.82%-48.6pp |
| Employer contribution / active EE | $793 | $3,065-74.1% | $2,921-72.9% | $2,506-68.4% |
| Participant deferral / active EE | $3,246 | $4,840-32.9% | $4,564-28.9% | $4,310-24.7% |
| Admin fee / account holder | $123 | $157-21.9% | $8,445-98.5% | $188-34.7% |