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 | $35,186 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,815 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,287 | $69,477-13.2% | $94,646-36.3% | $71,457-15.6% |
| Participation rate | 97.1% | 78.4%+18.7pp | 80.8%+16.3pp | 67.9%+29.2pp |
| Annual return | 28.15% | 29.66%-1.5pp | 156.71%-128.6pp | 28.85%-0.7pp |
| Employer contribution / active EE | $2,729 | $2,853-4.4% | $3,672-25.7% | $2,588+5.5% |
| Participant deferral / active EE | $10,657 | $7,345+45.1% | $7,418+43.7% | $4,289+148.5% |
| Admin fee / account holder | $175 | $1,210-85.6% | $7,231-97.6% | $1,587-89.0% |