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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,088 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,000 |
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 | $37,529 | $46,292-18.9% | $143,757-73.9% | $64,808-42.1% |
| Participation rate | 79.8% | 64.2%+15.6pp | 80.3%-0.5pp | 71.5%+8.4pp |
| Annual return | -15.82% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,407 | $2,646+28.8% | $5,637-39.6% | $4,310-21.0% |
| Admin fee / account holder | $212 | $154+37.9% | $14,673-98.6% | $188+12.9% |