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 6-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, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $17,938 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,124 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,048 | $64,286-34.6% | $90,951-53.8% | $73,409-42.7% |
| Participation rate | 63.3% | 63.6%-0.3pp | 69.0%-5.7pp | 72.2%-8.9pp |
| Annual return | 0.00% | 21.45%-21.5pp | 134.60%-134.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,946 | $895+117.6% | $2,122-8.3% | $2,234-12.9% |
| Participant deferral / active EE | $3,785 | $2,453+54.3% | $3,373+12.2% | $3,805-0.5% |
| Admin fee / account holder | $183 | $287-36.4% | $5,959-96.9% | $158+15.7% |