Filed April 7, 2022
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 4-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 99 · EIN 43-1451524 | Other Fees | $34,349 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $925 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,459 | $60,776-2.2% | $85,682-30.6% | $79,386-25.1% |
| Participation rate | 96.5% | 62.1%+34.4pp | 69.9%+26.6pp | 70.7%+25.8pp |
| Annual return | 0.00% | 16.57%-16.6pp | 21.49%-21.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,009 | $1,663+20.8% | $2,618-23.3% | $2,427-17.2% |
| Participant deferral / active EE | $2,854 | $2,919-2.2% | $3,923-27.2% | $4,046-29.5% |
| Admin fee / account holder | $4 | $438-99.1% | $6,873-99.9% | $626-99.4% |