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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,931 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,045 |
Filed as: SC&H ATTEST SERVICES,P.C Service code 10 · EIN 52-1743645 | Accounting | $17,900 |
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 | $181,167 | $102,382+77.0% | $147,005+23.2% | $80,874+124.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 10.93% | 134.89%-124.0pp | 418.76%-407.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,460 | $3,715-6.9% | $4,934-29.9% | $2,756+25.5% |
| Participant deferral / active EE | $9,804 | $6,646+47.5% | $8,070+21.5% | $4,297+128.2% |
| Admin fee / account holder | $716 | $7,942-91.0% | $13,006-94.5% | $6,935-89.7% |