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 INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $27,750 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,446 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,791 | $60,795+276.3% | $69,455+229.4% | $65,185+251.0% |
| Participation rate | 79.4% | 74.9%+4.6pp | 74.6%+4.8pp | 70.2%+9.2pp |
| Annual return | 16.75% | 17.46%-0.7pp | 28.97%-12.2pp | 29.38%-12.6pp |
| Employer contribution / active EE | $7,226 | $2,452+194.7% | $2,779+160.0% | $2,177+232.0% |
| Participant deferral / active EE | $5,762 | $3,162+82.3% | $3,535+63.0% | $3,514+64.0% |
| Admin fee / account holder | $298 | $314-5.0% | $3,839-92.2% | $847-64.8% |