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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $107,051 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $32,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,876 | $99,078-48.7% | $96,544-47.3% | $74,419-31.6% |
| Participation rate | 89.6% | 80.7%+9.0pp | 76.0%+13.7pp | 70.7%+18.9pp |
| Annual return | 18.67% | 22.48%-3.8pp | 25.84%-7.2pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,871 | $2,570+11.7% | $2,965-3.2% | $2,637+8.9% |
| Participant deferral / active EE | $7,000 | $4,933+41.9% | $4,851+44.3% | $4,528+54.6% |
| Admin fee / account holder | $116 | $225-48.4% | $8,252-98.6% | $348-66.7% |