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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,835 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $70,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,742 | $88,480-54.0% | $96,683-57.9% | $80,160-49.2% |
| Participation rate | 56.0% | 79.9%-23.8pp | 74.3%-18.3pp | 72.9%-16.9pp |
| Annual return | 28.05% | 22.53%+5.5pp | 35.69%-7.6pp | 40.38%-12.3pp |
| Employer contribution / active EE | $1,422 | $4,176-66.0% | $3,737-61.9% | $2,978-52.2% |
| Participant deferral / active EE | $4,553 | $3,959+15.0% | $4,878-6.7% | $5,017-9.3% |
| Admin fee / account holder | $175 | $212-17.5% | $6,730-97.4% | $145+20.6% |