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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,780 |
Filed as: RESOURCES INVESTMENT ADV Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,471 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,898 | $56,503-17.0% | $70,092-33.1% | $64,808-27.6% |
| Participation rate | 96.6% | 70.5%+26.1pp | 70.5%+26.1pp | 71.5%+25.1pp |
| Annual return | -16.29% | -13.44%-2.9pp | 190.73%-207.0pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,059 | $2,046+0.6% | $2,559-19.5% | $2,506-17.8% |
| Participant deferral / active EE | $5,848 | $3,389+72.6% | $3,849+52.0% | $4,310+35.7% |
| Admin fee / account holder | $172 | $160+7.3% | $6,267-97.3% | $188-8.4% |