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 | $24,940 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,867 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,368 | $42,886-3.5% | $88,946-53.5% | $85,563-51.7% |
| Participation rate | 38.2% | 37.9%+0.3pp | 68.8%-30.7pp | 66.0%-27.8pp |
| Annual return | 14.85% | 44.56%-29.7pp | 57.82%-43.0pp | 31.51%-16.7pp |
| Employer contribution / active EE | $870 | $1,147-24.1% | $2,555-65.9% | $2,654-67.2% |
| Participant deferral / active EE | $1,803 | $2,108-14.5% | $4,581-60.7% | $4,375-58.8% |
| Admin fee / account holder | $256 | $2,263-88.7% | $8,261-96.9% | $834-69.3% |