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 6-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) | $16,192 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,574 | $81,900-29.7% | $119,609-51.9% | $68,494-15.9% |
| Participation rate | 98.3% | 71.9%+26.4pp | 79.3%+19.0pp | 67.9%+30.4pp |
| Annual return | -16.30% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,260 | $2,693+21.0% | $4,232-23.0% | $2,596+25.5% |
| Participant deferral / active EE | $12,610 | $4,148+204.0% | $5,602+125.1% | $4,027+213.1% |
| Admin fee / account holder | $226 | $6,582-96.6% | $10,323-97.8% | $5,403-95.8% |