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 26 · EIN 71-0294708 | Advisory (Participants) | $89,734 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $34,386 |
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 | $26,634 | $42,353-37.1% | $79,550-66.5% | $64,808-58.9% |
| Participation rate | 88.3% | 64.8%+23.5pp | 69.5%+18.8pp | 71.5%+16.8pp |
| Annual return | -6.68% | -12.24%+5.6pp | 0.16%-6.8pp | 32.82%-39.5pp |
| Employer contribution / active EE | $885 | $1,181-25.0% | $2,413-63.3% | $2,506-64.7% |
| Participant deferral / active EE | $4,403 | $3,170+38.9% | $3,985+10.5% | $4,310+2.2% |
| Admin fee / account holder | $165 | $160+3.2% | $6,832-97.6% | $188-12.3% |