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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $10,006 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,170 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,291 | $78,422+112.0% | $95,952+73.3% | $79,858+108.2% |
| Participation rate | 86.5% | 73.5%+13.0pp | 77.1%+9.4pp | 69.6%+16.9pp |
| Annual return | 14.37% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,514 | $1,945+29.2% | $2,541-1.1% | $2,471+1.7% |
| Participant deferral / active EE | $8,678 | $3,440+152.3% | $4,167+108.2% | $3,740+132.0% |
| Admin fee / account holder | $105 | $5,622-98.1% | $6,795-98.4% | $5,306-98.0% |