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) | $9,853 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $7,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,349 | $65,435+76.3% | $86,677+33.1% | $66,914+72.4% |
| Participation rate | 81.9% | 75.5%+6.5pp | 76.6%+5.3pp | 69.8%+12.1pp |
| Annual return | -11.65% | -10.89%-0.8pp | 35.91%-47.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $874 | $2,153-59.4% | $2,836-69.2% | $2,544-65.7% |
| Participant deferral / active EE | $3,727 | $4,100-9.1% | $4,656-19.9% | $4,237-12.0% |
| Admin fee / account holder | $148 | $642-76.9% | $7,493-98.0% | $593-75.0% |