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 8-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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,926 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $12,625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,698 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $413 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,708 | $104,317-75.4% | $159,436-83.9% | $86,799-70.4% |
| Participation rate | 78.5% | 77.7%+0.8pp | 82.8%-4.4pp | 72.3%+6.2pp |
| Annual return | 31.53% | 26.32%+5.2pp | 263.57%-232.0pp | 97.91%-66.4pp |
| Employer contribution / active EE | $2,606 | $3,451-24.5% | $4,829-46.0% | $2,405+8.3% |
| Participant deferral / active EE | $6,599 | $6,837-3.5% | $7,352-10.2% | $4,131+59.7% |
| Admin fee / account holder | $47 | $172-72.8% | $10,799-99.6% | $170-72.4% |