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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,007 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,841 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,170 | $49,915+443.3% | $154,803+75.2% | $74,304+264.9% |
| Participation rate | 97.6% | 54.0%+43.6pp | 78.1%+19.5pp | 60.3%+37.3pp |
| Annual return | 78.37% | 34.06%+44.3pp | 58.88%+19.5pp | 29.43%+48.9pp |
| Employer contribution / active EE | $8,400 | $1,611+421.3% | $4,305+95.1% | $2,241+274.8% |
| Participant deferral / active EE | $9,420 | $2,255+317.8% | $5,540+70.0% | $3,767+150.0% |
| Admin fee / account holder | $35 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |