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 INV ADVISORS LLC Service code 16 · EIN 43-1451524 | Consulting | $53,885 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,785 |
AMERICAN FUNDS3 years Filed as: HM CAPITAL MANAGEMENT Service code 16 · EIN 20-3287389 | Consulting | $17,439 |
ECK SCHAFER & PUNKE LLP3 years Service code 10 · EIN 37-1335003 | Accounting | $11,914 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,081 | $73,867+452.5% | $143,757+183.9% | $68,494+495.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.86% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $42,834 | $3,184+1245.2% | $4,951+765.2% | $2,596+1549.8% |
| Participant deferral / active EE | $3,238 | $3,384-4.3% | $5,637-42.6% | $4,027-19.6% |
| Admin fee / account holder | $797 | $5,755-86.1% | $14,673-94.6% | $5,403-85.2% |