See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $24,721 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,147 |
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 | $56,398 | $43,133+30.8% | $89,391-36.9% | $73,488-23.3% |
| Participation rate | 90.0% | 55.0%+35.0pp | 68.0%+22.0pp | 70.7%+19.3pp |
| Annual return | 15.70% | 135.66%-120.0pp | 245.62%-229.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,199 | $1,438+52.9% | $2,586-14.9% | $2,270-3.1% |
| Participant deferral / active EE | $3,864 | $2,445+58.1% | $3,890-0.7% | $3,740+3.3% |
| Admin fee / account holder | $198 | $444-55.5% | $4,881-96.0% | $513-61.5% |