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 | $102,492 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,418 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM Service code 15 · EIN 22-2097092 | Recordkeeping | $26,000 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,344 | $41,078-28.6% | $80,569-63.6% | $71,457-58.9% |
| Participation rate | 70.7% | 50.2%+20.5pp | 67.0%+3.7pp | 67.9%+2.8pp |
| Annual return | 16.50% | 38.45%-21.9pp | 935.43%-918.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,105 | $2,699+311.4% | $4,447+149.7% | $4,289+158.9% |
| Admin fee / account holder | $177 | $1,840-90.4% | $5,377-96.7% | $1,587-88.9% |