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 9-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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL4 years Filed as: ADVISOR FEE Service code 27 · EIN 83-2499358 | Advisory (Plan) | $20,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,602 | $84,487+105.5% | $125,339+38.5% | $66,914+159.4% |
| Participation rate | 99.3% | 76.4%+22.8pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | 25.66% | -8.39%+34.0pp | 572.05%-546.4pp | 1.58%+24.1pp |
| Employer contribution / active EE | $16,885 | $3,553+375.2% | $4,814+250.8% | $2,544+563.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $111 | $685-83.8% | $10,010-98.9% | $593-81.3% |