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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $92,650 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $41,219 |
ADP BROKER-DEALER7 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.
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 | $47,246 | $35,197+34.2% | $53,898-12.3% | $102,872-54.1% |
| Participation rate | 42.8% | 29.6%+13.2pp | 55.0%-12.2pp | 73.0%-30.3pp |
| Annual return | 12.68% | 17.55%-4.9pp | 528.60%-515.9pp | 19.06%-6.4pp |
| Employer contribution / active EE | $990 | $713+38.8% | $932+6.2% | $3,526-71.9% |
| Participant deferral / active EE | $2,022 | $1,333+51.7% | $1,826+10.7% | $5,535-63.5% |
| Admin fee / account holder | $99 | $834-88.1% | $2,491-96.0% | $292-66.0% |