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 | $23,340 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,215 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,012 | $49,915-7.8% | $154,803-70.3% | $74,304-38.1% |
| Participation rate | 90.0% | 54.0%+36.0pp | 78.1%+11.9pp | 60.3%+29.7pp |
| Annual return | 32.19% | 34.06%-1.9pp | 58.88%-26.7pp | 29.43%+2.8pp |
| Employer contribution / active EE | $1,553 | $1,611-3.6% | $4,305-63.9% | $2,241-30.7% |
| Participant deferral / active EE | $7,775 | $2,255+244.8% | $5,540+40.3% | $3,767+106.4% |
| Admin fee / account holder | $171 | $2,189-92.2% | $14,329-98.8% | $2,969-94.2% |