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 4-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 | $10,853 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,192 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,713 | $80,724-79.3% | $103,333-83.8% | $74,495-77.6% |
| Participation rate | 88.6% | 65.7%+22.9pp | 74.5%+14.1pp | 67.2%+21.4pp |
| Annual return | 19.14% | 27.56%-8.4pp | 24.88%-5.7pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $1,908 | $3,157-39.6% | $3,868-50.7% | $2,623-27.3% |
| Participant deferral / active EE | $4,635 | $3,860+20.1% | $5,057-8.4% | $4,346+6.6% |
| Admin fee / account holder | $94 | $2,368-96.0% | $8,355-98.9% | $1,942-95.2% |