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 | $20,561 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,620 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,748 | $65,592+18.5% | $90,160-13.8% | $69,631+11.7% |
| Participation rate | 58.2% | 77.6%-19.4pp | 76.9%-18.7pp | 70.7%-12.5pp |
| Annual return | 14.04% | 57.10%-43.1pp | 34.88%-20.8pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,031 | $2,193-53.0% | $3,318-68.9% | $2,032-49.3% |
| Participant deferral / active EE | $3,207 | $5,257-39.0% | $5,288-39.4% | $3,224-0.5% |
| Admin fee / account holder | $100 | $86+17.1% | $5,943-98.3% | $110-9.1% |