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 15 · EIN 65-0173164 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Recordkeeping | $14,311 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,029 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,186 | $51,045-42.8% | $70,515-58.6% | $71,457-59.2% |
| Participation rate | 89.4% | 59.4%+30.0pp | 68.3%+21.0pp | 67.9%+21.5pp |
| Annual return | 16.59% | 42.63%-26.0pp | 32.77%-16.2pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,798 | $3,026-40.6% | $4,567-60.6% | $4,289-58.1% |
| Admin fee / account holder | $204 | $1,994-89.7% | $6,412-96.8% | $1,587-87.1% |