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 | $80,170 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,058 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,060 | $54,350+102.5% | $82,719+33.1% | $68,494+60.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.12% | -13.67%-7.4pp | 701.18%-722.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $10,654 | $2,218+380.3% | $3,009+254.1% | $2,596+310.3% |
| Participant deferral / active EE | $2,160 | $3,246-33.4% | $4,395-50.8% | $4,027-46.4% |
| Admin fee / account holder | $42 | $4,395-99.1% | $5,329-99.2% | $5,403-99.2% |