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 | $62,009 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $24,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,988 | $86,286+49.5% | $111,297+15.9% | $85,850+50.2% |
| Participation rate | 77.0% | 73.3%+3.7pp | 77.3%-0.3pp | 69.3%+7.7pp |
| Annual return | 15.29% | 19.99%-4.7pp | 54.65%-39.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,246 | $2,043+9.9% | $2,731-17.8% | $2,565-12.4% |
| Participant deferral / active EE | $3,817 | $3,641+4.9% | $4,487-14.9% | $3,952-3.4% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |