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 9-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 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,341 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $379 |
BB&T1 year Service code 37 · EIN 56-1368984 | Loan Processing | $150 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,766 | $77,660-73.3% | $109,143-81.0% | $79,386-73.8% |
| Participation rate | 44.2% | 67.8%-23.6pp | 75.9%-31.7pp | 70.7%-26.5pp |
| Annual return | 23.01% | 23.44%-0.4pp | 25.75%-2.7pp | 116.85%-93.8pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $715 | $3,518-79.7% | $4,653-84.6% | $4,046-82.3% |
| Admin fee / account holder | $57 | $732-92.3% | $6,752-99.2% | $626-91.0% |