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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,325 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $11,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,914 | $81,248-60.7% | $155,509-79.5% | $80,856-60.5% |
| Participation rate | 67.3% | 66.2%+1.1pp | 78.2%-10.8pp | 67.6%-0.3pp |
| Annual return | -44.25% | 33.31%-77.6pp | 64.67%-108.9pp | 35.59%-79.8pp |
| Employer contribution / active EE | $2,715 | $3,100-12.4% | $4,672-41.9% | $2,755-1.5% |
| Participant deferral / active EE | $8,405 | $3,452+143.5% | $5,626+49.4% | $4,296+95.7% |
| Admin fee / account holder | $641 | $7,997-92.0% | $15,912-96.0% | $6,918-90.7% |