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 | $17,090 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,326 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,641 | $99,957-56.3% | $149,696-70.8% | $73,488-40.6% |
| Participation rate | 85.1% | 75.7%+9.4pp | 82.5%+2.7pp | 70.7%+14.4pp |
| Annual return | 85.09% | 53.87%+31.2pp | 276.60%-191.5pp | 28.51%+56.6pp |
| Employer contribution / active EE | $1,898 | $3,191-40.5% | $4,644-59.1% | $2,270-16.4% |
| Participant deferral / active EE | $5,800 | $6,073-4.5% | $6,842-15.2% | $3,740+55.1% |
| Admin fee / account holder | $109 | $551-80.1% | $9,309-98.8% | $513-78.7% |