Filed June 2, 2025
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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $69,355 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,535 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,059 | $88,515-52.5% | $162,163-74.1% | $67,579-37.8% |
| Participation rate | 74.7% | 86.8%-12.1pp | 87.6%-12.8pp | 71.3%+3.4pp |
| Annual return | 23.27% | 27.04%-3.8pp | 115.59%-92.3pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,803 | $3,563-49.4% | $5,614-67.9% | $2,148-16.1% |
| Participant deferral / active EE | $5,678 | $5,724-0.8% | $7,298-22.2% | $3,539+60.4% |
| Admin fee / account holder | $117 | $124-5.4% | $10,843-98.9% | $142-17.8% |