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 6-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, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $21,707 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,074 |
CVAGS, LLC4+ years Service code 15 · EIN 27-2579538 | Recordkeeping | $8,888 |
TD AMERITRADE, INC.4+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $1 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,993 | $65,435+37.5% | $86,677+3.8% | $66,914+34.5% |
| Participation rate | 96.2% | 75.5%+20.8pp | 76.6%+19.6pp | 69.8%+26.4pp |
| Annual return | -14.17% | -10.89%-3.3pp | 35.91%-50.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,339 | $2,153+8.7% | $2,836-17.5% | $2,544-8.0% |
| Participant deferral / active EE | $8,088 | $4,100+97.2% | $4,656+73.7% | $4,237+90.9% |
| Admin fee / account holder | $213 | $642-66.8% | $7,493-97.2% | $593-64.1% |