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 8-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, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $45,657 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,283 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,467 | $79,013+185.4% | $100,391+124.6% | $74,495+202.7% |
| Participation rate | 76.0% | 79.5%-3.5pp | 81.5%-5.5pp | 67.2%+8.8pp |
| Annual return | -25.81% | 20.41%-46.2pp | 49.20%-75.0pp | 1364.94%-1390.8pp |
| Employer contribution / active EE | $5,520 | $3,021+82.7% | $3,942+40.0% | $2,623+110.5% |
| Participant deferral / active EE | $12,415 | $7,760+60.0% | $8,082+53.6% | $4,346+185.7% |
| Admin fee / account holder | $759 | $1,320-42.5% | $7,899-90.4% | $1,942-60.9% |