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 5-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 15 · EIN 43-1451524 | Recordkeeping | $29,795 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,059 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,393 | $50,199+40.2% | $70,092+0.4% | $66,914+5.2% |
| Participation rate | 78.5% | 66.3%+12.2pp | 70.5%+8.1pp | 69.8%+8.7pp |
| Annual return | -15.98% | -13.85%-2.1pp | 190.73%-206.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,897 | $1,864+55.4% | $2,559+13.2% | $2,544+13.9% |
| Participant deferral / active EE | $5,660 | $3,112+81.9% | $3,849+47.1% | $4,237+33.6% |
| Admin fee / account holder | $258 | $600-57.0% | $6,267-95.9% | $593-56.5% |