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 9-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 INV ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $36,335 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,375 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,956 |
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 | $79,820 | $58,083+37.4% | $80,019-0.2% | $56,287+41.8% |
| Participation rate | 87.3% | 73.6%+13.7pp | 75.8%+11.5pp | 69.9%+17.4pp |
| Annual return | -3.65% | 34.61%-38.3pp | 11.22%-14.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,118 | $1,932+9.6% | $2,468-14.2% | $2,111+0.3% |
| Participant deferral / active EE | $5,363 | $3,135+71.1% | $3,686+45.5% | $3,350+60.1% |
| Admin fee / account holder | $148 | $623-76.3% | $6,521-97.7% | $521-71.7% |