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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $75,135 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $43,541 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,897 | $86,655-42.4% | $119,609-58.3% | $66,914-25.4% |
| Participation rate | 99.3% | 75.6%+23.7pp | 79.3%+20.0pp | 69.8%+29.5pp |
| Annual return | -16.69% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,428 | $2,536-4.3% | $4,232-42.6% | $2,544-4.6% |
| Participant deferral / active EE | $7,624 | $4,358+75.0% | $5,602+36.1% | $4,237+80.0% |
| Admin fee / account holder | $512 | $755-32.2% | $10,323-95.0% | $593-13.7% |