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 | $37,687 |
PSK LLP1 year Service code 15 · EIN 75-1486711 | Recordkeeping | $12,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,710 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,716 | $95,880-3.3% | $107,525-13.8% | $85,563+8.4% |
| Participation rate | 55.0% | 70.1%-15.2pp | 75.1%-20.1pp | 66.0%-11.0pp |
| Annual return | 33.84% | 68.06%-34.2pp | 181.32%-147.5pp | 31.51%+2.3pp |
| Employer contribution / active EE | $1,654 | $3,812-56.6% | $3,754-55.9% | $2,654-37.7% |
| Participant deferral / active EE | $5,017 | $4,201+19.4% | $5,116-1.9% | $4,375+14.7% |
| Admin fee / account holder | $284 | $1,025-72.3% | $8,919-96.8% | $834-65.9% |