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 10-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 | $17,174 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,805 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,429 | $55,415-30.7% | $155,509-75.3% | $74,495-48.4% |
| Participation rate | 89.4% | 61.9%+27.5pp | 78.2%+11.2pp | 67.2%+22.2pp |
| Annual return | 16.36% | 268.50%-252.1pp | 64.67%-48.3pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,495 | $2,267-34.0% | $4,672-68.0% | $2,623-43.0% |
| Participant deferral / active EE | $7,381 | $2,836+160.3% | $5,626+31.2% | $4,346+69.9% |
| Admin fee / account holder | $157 | $1,738-90.9% | $15,912-99.0% | $1,942-91.9% |