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 15 · EIN 35-0145825 | Recordkeeping | $45,773 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $12,779 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,346 | $78,422+34.3% | $95,952+9.8% | $79,858+31.9% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+3.9pp | 69.6%+11.3pp |
| Annual return | 17.43% | 19.37%-1.9pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $369 | $1,945-81.0% | $2,541-85.5% | $2,471-85.1% |
| Participant deferral / active EE | $3,825 | $3,440+11.2% | $4,167-8.2% | $3,740+2.3% |
| Admin fee / account holder | $4 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |