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 | $122,792 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,449 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $50 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,160 | $111,491-54.1% | $189,513-73.0% | $86,799-41.1% |
| Participation rate | 69.4% | 87.3%-17.9pp | 87.8%-18.4pp | 72.3%-2.9pp |
| Annual return | 16.47% | 83.50%-67.0pp | 555.15%-538.7pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,411 | $3,951-64.3% | $6,162-77.1% | $2,405-41.4% |
| Participant deferral / active EE | $6,589 | $6,437+2.4% | $8,221-19.9% | $4,131+59.5% |
| Admin fee / account holder | $151 | $189-20.0% | $12,045-98.7% | $170-10.9% |