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 99 · EIN 43-1451524 | Other Fees | $19,412 |
ACUFF & ASSOCIATES, INC.7 years Service code 49 · EIN 62-1477251 | Other Services | $2,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,837 | $49,451-11.4% | $79,550-44.9% | $66,914-34.5% |
| Participation rate | 59.1% | 61.3%-2.2pp | 69.5%-10.4pp | 69.8%-10.7pp |
| Annual return | -14.46% | 84.25%-98.7pp | 0.16%-14.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $437 | $1,266-65.4% | $2,413-81.9% | $2,544-82.8% |
| Participant deferral / active EE | $2,882 | $3,159-8.8% | $3,985-27.7% | $4,237-32.0% |
| Admin fee / account holder | $369 | $595-38.0% | $6,832-94.6% | $593-37.8% |