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 10-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 27 · EIN 43-1451524 | Advisory (Plan) | $6,976 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $2,096 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Filed as: DELEWARE INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENIONAL FUND ADVISORS Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,486 | $78,422+90.6% | $95,952+55.8% | $79,858+87.2% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 80.21% | 19.37%+60.8pp | 91.61%-11.4pp | 31.71%+48.5pp |
| Employer contribution / active EE | $1,262 | $1,945-35.1% | $2,541-50.3% | $2,471-48.9% |
| Participant deferral / active EE | $3,222 | $3,440-6.3% | $4,167-22.7% | $3,740-13.8% |
| Admin fee / account holder | $84 | $5,622-98.5% | $6,795-98.8% | $5,306-98.4% |