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 | $106,110+56.9% | $147,005+13.2% | $77,671+114.3% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 18.65% | 56.77%-38.1pp | 418.76%-400.1pp | 31.21%-12.6pp |
| Employer contribution / active EE | $10,579 | $4,065+160.3% | $4,934+114.4% | $2,726+288.0% |
| Participant deferral / active EE | $19,287 | $7,992+141.3% | $8,070+139.0% | $4,648+315.0% |
| Admin fee / account holder | -$123 | $338-136.4% | $13,006-100.9% | $430-128.6% |