Filed August 3, 2026 (most recent of 3 filings on file)
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, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $183 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 26 130 S MAIN STREET · MUNCY, PA 17756 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $48,338 | $64,119-24.6% | $112,228-56.9% | $66,914-27.8% |
| Participation rate | 99.4% | 68.5%+30.9pp | 75.1%+24.4pp | 69.8%+29.6pp |
| Annual return | -19.82% | -13.81%-6.0pp | 27.45%-47.3pp | 1.58%-21.4pp |
| Employer contribution / active EE | $6,020 | $3,005+100.3% | $3,635+65.6% | $2,544+136.6% |
| Participant deferral / active EE | $7,716 | $3,693+108.9% | $4,728+63.2% | $4,237+82.1% |
| Admin fee / account holder | $255 | $625-59.2% | $6,410-96.0% | $593-57.0% |