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 | $71,594 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $22,036 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,308 | $65,409+116.0% | $98,442+43.5% | $85,850+64.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.52% | 21.76%-4.2pp | 1492.73%-1475.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $9,757 | $2,168+350.1% | $2,960+229.7% | $2,565+280.4% |
| Participant deferral / active EE | $2,152 | $3,166-32.0% | $4,276-49.7% | $3,952-45.5% |
| Admin fee / account holder | $35 | $4,593-99.2% | $5,949-99.4% | $6,260-99.4% |