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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,239 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $24,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,454 | $82,978+95.8% | $129,995+25.0% | $71,457+127.3% |
| Participation rate | 71.7% | 74.1%-2.4pp | 78.5%-6.8pp | 67.9%+3.8pp |
| Annual return | 17.23% | 20.60%-3.4pp | -137.18%+154.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,923 | $2,622+11.5% | $4,320-32.3% | $2,588+13.0% |
| Participant deferral / active EE | $4,917 | $4,432+10.9% | $5,820-15.5% | $4,289+14.6% |
| Admin fee / account holder | $361 | $1,729-79.1% | $10,614-96.6% | $1,587-77.3% |