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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,272 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,831 | $54,517+59.3% | $75,972+14.3% | $74,495+16.6% |
| Participation rate | 47.6% | 60.3%-12.7pp | 69.1%-21.5pp | 67.2%-19.6pp |
| Annual return | 10.48% | 31.82%-21.3pp | 359.55%-349.1pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $38 | $1,777-97.9% | $2,685-98.6% | $2,623-98.6% |
| Participant deferral / active EE | $4,250 | $3,066+38.6% | $4,255-0.1% | $4,346-2.2% |
| Admin fee / account holder | $276 | $2,229-87.6% | $6,467-95.7% | $1,942-85.8% |