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 8-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 |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $21,434 |
Service code 10 · EIN 22-2947422 | Accounting | $10,030 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,400 |
Service code 49 · EIN 04-1590850 | Other Services | $3,550 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA3+ years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARRIS3+ years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3+ years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
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 | $109,195 | $66,310+64.7% | $93,606+16.7% | $65,185+67.5% |
| Participation rate | 96.2% | 74.0%+22.2pp | 75.8%+20.4pp | 70.2%+26.0pp |
| Annual return | 21.76% | 42.58%-20.8pp | 32.76%-11.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,111 | $2,012+4.9% | $2,718-22.3% | $2,177-3.0% |
| Participant deferral / active EE | $5,778 | $3,342+72.9% | $4,069+42.0% | $3,514+64.4% |
| Admin fee / account holder | $201 | $6,897-97.1% | $7,888-97.5% | $847-76.3% |