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 | $65,372 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $25,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,448 | $47,126-7.8% | $149,673-71.0% | $74,419-41.6% |
| Participation rate | 81.9% | 63.4%+18.5pp | 78.8%+3.1pp | 70.7%+11.1pp |
| Annual return | 19.07% | 22.75%-3.7pp | 134.42%-115.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,795 | $1,905-5.8% | $4,818-62.7% | $2,637-31.9% |
| Participant deferral / active EE | $3,218 | $2,728+18.0% | $5,680-43.3% | $4,528-28.9% |
| Admin fee / account holder | $351 | $343+2.5% | $13,210-97.3% | $348+1.0% |