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 27 · EIN 43-1451524 | Advisory (Plan) | $95,232 |
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $44,991 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,000 |
EISNERAMPER LLP4 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $7,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,251 | $60,989+130.0% | $60,874+130.4% | $66,914+109.6% |
| Participation rate | 94.0% | 74.5%+19.5pp | 73.1%+20.9pp | 69.8%+24.2pp |
| Annual return | -12.94% | -9.60%-3.3pp | 16.90%-29.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $6,409 | $2,661+140.9% | $2,701+137.2% | $2,544+151.9% |
| Participant deferral / active EE | $7,282 | $3,615+101.5% | $3,817+90.8% | $4,237+71.9% |
| Admin fee / account holder | $252 | $338-25.6% | $3,224-92.2% | $593-57.6% |