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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 11101 SWITZER ROAD SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $9,669 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,198 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,972 | $89,436-24.0% | $164,813-58.8% | $77,643-12.5% |
| Participation rate | 44.2% | 78.6%-34.5pp | 78.6%-34.5pp | 70.6%-26.4pp |
| Annual return | 15.97% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,028 | $2,569-60.0% | $4,341-76.3% | $2,726-62.3% |
| Participant deferral / active EE | $1,686 | $4,897-65.6% | $6,031-72.0% | $4,647-63.7% |
| Admin fee / account holder | $157 | $339-53.7% | $12,690-98.8% | $430-63.5% |