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) | $301,326 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $96,111 |
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 | $40,890 | $130,141-68.6% | $86,677-52.8% | $77,904-47.5% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -32.78% | -12.75%-20.0pp | 35.91%-68.7pp | 12.21%-45.0pp |
| Employer contribution / active EE | $3,277 | $3,220+1.8% | $2,836+15.5% | $2,848+15.1% |
| Participant deferral / active EE | $5,217 | $5,757-9.4% | $4,656+12.1% | $4,806+8.6% |
| Admin fee / account holder | $130 | $132-1.2% | $7,493-98.3% | $133-1.8% |