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 | $42,000 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,488 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $239,661 | $65,557+265.6% | $64,056+274.1% | $71,457+235.4% |
| Participation rate | 95.5% | 73.2%+22.3pp | 72.3%+23.2pp | 67.9%+27.6pp |
| Annual return | 14.40% | 18.94%-4.5pp | 33.69%-19.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $8,825 | $2,669+230.7% | $2,747+221.3% | $2,588+241.1% |
| Participant deferral / active EE | $7,344 | $3,626+102.5% | $3,880+89.3% | $4,289+71.2% |
| Admin fee / account holder | $324 | $616-47.4% | $3,068-89.4% | $1,587-79.6% |