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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,785 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,363 | $91,538-18.8% | $129,995-42.8% | $75,163-1.1% |
| Participation rate | 98.2% | 71.4%+26.8pp | 78.5%+19.8pp | 67.2%+31.1pp |
| Annual return | 17.11% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,945 | $2,845+3.5% | $4,320-31.8% | $2,670+10.3% |
| Participant deferral / active EE | $11,852 | $4,341+173.0% | $5,820+103.6% | $4,125+187.3% |
| Admin fee / account holder | $280 | $6,790-95.9% | $10,614-97.4% | $5,651-95.1% |