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 15 · EIN 43-1451524 | Recordkeeping | $12,008 |
Service code 15 · EIN 41-0721734 | Recordkeeping | $5,932 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,130 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,683 | $65,322+52.6% | $70,449+41.5% | $73,488+35.6% |
| Participation rate | 63.2% | 77.0%-13.8pp | 75.1%-11.9pp | 70.7%-7.5pp |
| Annual return | 13.82% | 15.71%-1.9pp | 109.03%-95.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $466 | $2,460-81.0% | $2,737-83.0% | $2,270-79.5% |
| Participant deferral / active EE | $4,822 | $3,375+42.9% | $3,709+30.0% | $3,740+29.0% |
| Admin fee / account holder | $189 | $214-11.8% | $3,845-95.1% | $513-63.2% |