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) | $113,347 |
CROWE LLP4 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $49,575 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,291 |
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 | $146,130 | $100,227+45.8% | $169,993-14.0% | $74,419+96.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 17.12% | 66.08%-49.0pp | 53.37%-36.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $6,472 | $4,263+51.8% | $6,785-4.6% | $2,637+145.4% |
| Participant deferral / active EE | $12,548 | $7,143+75.7% | $10,408+20.6% | $4,528+177.1% |
| Admin fee / account holder | $290 | $234+23.7% | $12,815-97.7% | $348-16.7% |