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 27 · EIN 43-1451524 | Advisory (Plan) | $80,967 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $39,000 |
GOULDIN & MCCARTHY LLC2 years Service code 27 · EIN 20-0373677 | Advisory (Plan) | $28,203 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,896 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,293 | $86,897+44.2% | $151,611-17.4% | $64,808+93.3% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.5%+12.1pp | 71.5%+28.1pp |
| Annual return | -12.63% | -3.57%-9.1pp | 3.33%-16.0pp | 32.82%-45.4pp |
| Employer contribution / active EE | $6,481 | $4,010+61.6% | $6,166+5.1% | $2,506+158.7% |
| Participant deferral / active EE | $11,937 | $6,690+78.4% | $8,363+42.7% | $4,310+176.9% |
| Admin fee / account holder | $272 | $153+77.9% | $11,616-97.7% | $188+44.9% |