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 5-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 INVEST. ADVISORS Service code 27 9276 SCRANTON ROAD · SAN DIEGO, CA 92121 | Advisory (Plan) | $36,642 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,318 |
PREMIER PLAN CONSULTANTS4 years Service code 13 6215 FERRIS SQ., SUITE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $2,025 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,506 | $78,485-14.0% | $106,213-36.4% | $74,495-9.4% |
| Participation rate | 97.7% | 72.8%+24.9pp | 75.3%+22.4pp | 67.2%+30.5pp |
| Annual return | 26.99% | 15.95%+11.0pp | 116.14%-89.2pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $4,872 | $2,523+93.1% | $3,171+53.6% | $2,623+85.7% |
| Participant deferral / active EE | $18,055 | $4,322+317.7% | $5,016+260.0% | $4,346+315.5% |
| Admin fee / account holder | $184 | $2,232-91.8% | $11,033-98.3% | $1,942-90.5% |