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, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,750 | $102,553+1.2% | $151,611-31.6% | $66,914+55.0% |
| Participation rate | 68.7% | 85.5%-16.8pp | 87.5%-18.8pp | 69.8%-1.1pp |
| Annual return | -18.75% | -10.82%-7.9pp | 3.33%-22.1pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,664 | $4,180-36.3% | $6,166-56.8% | $2,544+4.7% |
| Participant deferral / active EE | $7,562 | $6,641+13.9% | $8,363-9.6% | $4,237+78.5% |
| Admin fee / account holder | $330 | $630-47.6% | $11,616-97.2% | $593-44.4% |