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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,390 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,179 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,731 | $130,194+6.6% | $169,993-18.4% | $71,457+94.1% |
| Participation rate | 73.3% | 86.1%-12.8pp | 87.0%-13.7pp | 67.9%+5.4pp |
| Annual return | 23.43% | 20.37%+3.1pp | 53.37%-29.9pp | 28.85%-5.4pp |
| Employer contribution / active EE | $2,922 | $4,381-33.3% | $6,785-56.9% | $2,588+12.9% |
| Participant deferral / active EE | $9,187 | $6,923+32.7% | $10,408-11.7% | $4,289+114.2% |
| Admin fee / account holder | $411 | $966-57.4% | $12,815-96.8% | $1,587-74.1% |