See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $3,741 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,836 | $41,647-57.2% | $96,139-81.4% | $86,799-79.5% |
| Participation rate | 48.5% | 50.2%-1.7pp | 68.4%-20.0pp | 72.3%-23.8pp |
| Annual return | 214.91% | 27.24%+187.7pp | 191.94%+23.0pp | 97.91%+117.0pp |
| Employer contribution / active EE | $341 | $1,318-74.1% | $2,797-87.8% | $2,405-85.8% |
| Participant deferral / active EE | $1,667 | $2,412-30.9% | $4,349-61.7% | $4,131-59.7% |
| Admin fee / account holder | $201 | $169+18.9% | $5,537-96.4% | $170+18.8% |