Filed June 20, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $68,128 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,769 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,926 | $95,274-21.4% | $135,903-44.9% | $74,419+0.7% |
| Participation rate | 38.6% | 78.2%-39.5pp | 81.9%-43.3pp | 70.7%-32.1pp |
| Annual return | 19.21% | 32.77%-13.6pp | 68.23%-49.0pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,788 | $3,874-53.8% | $4,856-63.2% | $2,637-32.2% |
| Participant deferral / active EE | $6,897 | $7,782-11.4% | $7,758-11.1% | $4,528+52.3% |
| Admin fee / account holder | $181 | $266-31.9% | $10,762-98.3% | $348-47.9% |