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 7-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 | $64,787 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,990 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,862 | $108,719-29.3% | $101,326-24.1% | $85,563-10.2% |
| Participation rate | 98.9% | 80.9%+18.0pp | 81.5%+17.4pp | 66.0%+33.0pp |
| Annual return | 47.09% | 20.95%+26.1pp | 36.82%+10.3pp | 31.51%+15.6pp |
| Employer contribution / active EE | $2,975 | $3,114-4.5% | $3,665-18.8% | $2,654+12.1% |
| Participant deferral / active EE | $10,931 | $8,545+27.9% | $7,994+36.7% | $4,375+149.8% |
| Admin fee / account holder | $181 | $685-73.5% | $11,185-98.4% | $834-78.2% |