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, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $15,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,057 | $47,977-68.6% | $154,107-90.2% | $56,287-73.2% |
| Participation rate | 91.1% | 66.2%+25.0pp | 83.0%+8.1pp | 69.9%+21.3pp |
| Annual return | -6.49% | 3.54%-10.0pp | 735.12%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,237 | $2,392+35.3% | $5,081-36.3% | $3,350-3.4% |
| Admin fee / account holder | $36 | $438-91.9% | $13,411-99.7% | $521-93.2% |