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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,282 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $21,000 |
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 | $236,497 | $49,227+380.4% | $70,449+235.7% | $79,858+196.1% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.8pp | 69.6%+28.2pp |
| Annual return | 11.48% | 30.06%-18.6pp | 109.03%-97.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $7,770 | $2,099+270.2% | $2,737+183.9% | $2,471+214.5% |
| Participant deferral / active EE | $6,279 | $2,768+126.9% | $3,709+69.3% | $3,740+67.9% |
| Admin fee / account holder | $263 | $2,878-90.9% | $3,845-93.2% | $5,306-95.0% |