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, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $23,319 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $880 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,370 | $136,307-75.5% | $177,821-81.2% | $73,488-54.6% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.7%+8.0pp | 70.7%+25.0pp |
| Annual return | 17.06% | 18.68%-1.6pp | 48.32%-31.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,713 | $3,712-26.9% | $5,918-54.2% | $2,270+19.5% |
| Participant deferral / active EE | $5,415 | $5,829-7.1% | $7,714-29.8% | $3,740+44.8% |
| Admin fee / account holder | $131 | $596-78.0% | $12,427-98.9% | $513-74.5% |