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 06-1050034 | Contract Administrator | $208,802 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,929 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $11,450 |
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 | $36,932 | $95,388-61.3% | $125,339-70.5% | $77,904-52.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -17.20% | 116.19%-133.4pp | 572.05%-589.3pp | 12.21%-29.4pp |
| Employer contribution / active EE | $2,037 | $3,666-44.4% | $4,814-57.7% | $2,848-28.5% |
| Participant deferral / active EE | $3,863 | $7,711-49.9% | $7,446-48.1% | $4,806-19.6% |
| Admin fee / account holder | $124 | $119+4.4% | $10,010-98.8% | $133-6.4% |