See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $32,604 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,831 |
BB&T4+ years Service code 50 · EIN 56-1368984 | Direct Payment | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,352 | $78,275-24.2% | $109,143-45.6% | $86,799-31.6% |
| Participation rate | 93.2% | 73.8%+19.3pp | 75.9%+17.3pp | 72.3%+20.9pp |
| Annual return | 15.28% | 19.14%-3.9pp | 25.75%-10.5pp | 97.91%-82.6pp |
| Employer contribution / active EE | $1,699 | $3,105-45.3% | $3,722-54.4% | $2,405-29.4% |
| Participant deferral / active EE | $6,007 | $3,641+65.0% | $4,653+29.1% | $4,131+45.4% |
| Admin fee / account holder | $128 | $198-35.6% | $6,752-98.1% | $170-24.6% |