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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $41,868 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $21,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,096 | $50,956-35.1% | $96,562-65.7% | $86,799-61.9% |
| Participation rate | 86.9% | 65.2%+21.7pp | 69.8%+17.1pp | 72.3%+14.7pp |
| Annual return | 14.89% | 21.27%-6.4pp | 37.78%-22.9pp | 97.91%-83.0pp |
| Employer contribution / active EE | $867 | $1,111-21.9% | $2,356-63.2% | $2,405-63.9% |
| Participant deferral / active EE | $4,344 | $2,954+47.1% | $3,849+12.9% | $4,131+5.2% |
| Admin fee / account holder | $108 | $166-34.9% | $6,181-98.3% | $170-36.3% |