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 | $32,242 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,683 | $63,442-24.8% | $68,791-30.7% | $66,914-28.7% |
| Participation rate | 96.6% | 60.0%+36.6pp | 69.0%+27.6pp | 69.8%+26.8pp |
| Annual return | -15.65% | -8.29%-7.4pp | -6.38%-9.3pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,203 | $1,775+136.8% | $2,655+58.3% | $2,544+65.2% |
| Participant deferral / active EE | $5,851 | $2,945+98.7% | $3,941+48.5% | $4,237+38.1% |
| Admin fee / account holder | $24 | $577-95.8% | $4,932-99.5% | $593-95.9% |