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 | $84,465 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,745 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $25 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,193 | $111,608-55.9% | $177,821-72.3% | $73,409-33.0% |
| Participation rate | 76.8% | 87.9%-11.1pp | 87.7%-11.0pp | 72.2%+4.6pp |
| Annual return | 19.55% | 18.23%+1.3pp | 48.32%-28.8pp | 59.29%-39.7pp |
| Employer contribution / active EE | $1,654 | $3,796-56.4% | $5,918-72.1% | $2,234-26.0% |
| Participant deferral / active EE | $7,180 | $6,199+15.8% | $7,714-6.9% | $3,805+88.7% |
| Admin fee / account holder | $125 | $166-24.7% | $12,427-99.0% | $158-21.1% |