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 10-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,757 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $6,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,178 | $65,061-70.5% | $143,757-86.7% | $66,914-71.3% |
| Participation rate | 45.9% | 65.2%-19.2pp | 80.3%-34.4pp | 69.8%-23.9pp |
| Annual return | -14.23% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $663 | $2,361-71.9% | $4,951-86.6% | $2,544-73.9% |
| Participant deferral / active EE | $2,123 | $2,919-27.3% | $5,637-62.3% | $4,237-49.9% |
| Admin fee / account holder | $210 | $502-58.2% | $14,673-98.6% | $593-64.6% |