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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $139,057 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,808 | $82,917-60.4% | $103,333-68.3% | $77,643-57.7% |
| Participation rate | 97.8% | 71.6%+26.2pp | 74.5%+23.2pp | 70.6%+27.2pp |
| Annual return | 13.08% | 19.13%-6.0pp | 24.88%-11.8pp | 31.24%-18.2pp |
| Employer contribution / active EE | $999 | $3,552-71.9% | $3,868-74.2% | $2,726-63.3% |
| Participant deferral / active EE | $4,692 | $4,108+14.2% | $5,057-7.2% | $4,647+1.0% |
| Admin fee / account holder | $152 | $638-76.1% | $8,355-98.2% | $430-64.6% |