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) | $181,479 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $112,312 |
KPMG LLP2 years Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $35,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,966 | $144,996-32.4% | $111,297-12.0% | $93,030+5.3% |
| Participation rate | 95.5% | 86.2%+9.3pp | 77.3%+18.1pp | 73.9%+21.6pp |
| Annual return | 2.27% | 18.26%-16.0pp | 54.65%-52.4pp | 158.70%-156.4pp |
| Employer contribution / active EE | $2,521 | $3,056-17.5% | $2,731-7.7% | $2,706-6.8% |
| Participant deferral / active EE | $5,094 | $5,587-8.8% | $4,487+13.5% | $4,562+11.7% |
| Admin fee / account holder | $191 | $103+84.7% | $7,964-97.6% | $152+26.0% |