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 4-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 15 · EIN 43-1451524 | Recordkeeping | $24,488 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,435 | $109,881-9.5% | $150,045-33.7% | $84,808+17.2% |
| Participation rate | 84.7% | 76.1%+8.6pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 21.87% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $7,054 | $3,561+98.1% | $4,693+50.3% | $2,631+168.1% |
| Participant deferral / active EE | $14,511 | $6,636+118.7% | $7,997+81.5% | $4,212+244.5% |
| Admin fee / account holder | $228 | $8,568-97.3% | $13,435-98.3% | $7,344-96.9% |