See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $25,824 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,166 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,123 | $51,175-64.6% | $70,515-74.3% | $75,163-75.9% |
| Participation rate | 91.8% | 60.9%+30.8pp | 68.3%+23.4pp | 67.2%+24.6pp |
| Annual return | 15.87% | 30.02%-14.2pp | 32.77%-16.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $759 | $1,826-58.4% | $2,973-74.5% | $2,670-71.6% |
| Participant deferral / active EE | $4,954 | $2,849+73.9% | $4,567+8.5% | $4,125+20.1% |
| Admin fee / account holder | $153 | $4,091-96.3% | $6,412-97.6% | $5,651-97.3% |