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, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $24,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,341 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $138,154 | $64,707+113.5% | $112,228+23.1% | $68,494+101.7% |
| Participation rate | 98.8% | 67.2%+31.6pp | 75.1%+23.7pp | 67.9%+30.9pp |
| Annual return | -18.72% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $7,812 | $2,746+184.5% | $3,635+114.9% | $2,596+200.9% |
| Participant deferral / active EE | $12,763 | $3,565+258.0% | $4,728+169.9% | $4,027+216.9% |
| Admin fee / account holder | $203 | $5,232-96.1% | $6,410-96.8% | $5,403-96.2% |