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, LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $83,225 |
ACADIA TRUST, N.A.1 year Filed as: ACADIA Service code 10 12830 EL CAMINO REAL · SAN DIEGO, CA 92130 | Accounting | $12,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$201,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,476 | $106,028+57.0% | $146,958+13.3% | $77,643+114.4% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.8pp | 70.6%+19.3pp |
| Annual return | 18.65% | 56.73%-38.1pp | 418.34%-399.7pp | 31.24%-12.6pp |
| Employer contribution / active EE | $10,579 | $4,063+160.4% | $4,933+114.5% | $2,726+288.1% |
| Participant deferral / active EE | $19,287 | $7,990+141.4% | $8,070+139.0% | $4,647+315.0% |
| Admin fee / account holder | -$123 | $337-136.5% | $12,998-100.9% | $430-128.6% |