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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,199 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,869 |
Filed as: IFP ADVISORS, INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $26,311 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,959 | $85,135+20.9% | $98,907+4.1% | $73,409+40.3% |
| Participation rate | 88.6% | 81.1%+7.5pp | 76.0%+12.6pp | 72.2%+16.4pp |
| Annual return | 14.58% | 19.14%-4.6pp | 196.43%-181.8pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,818 | $2,721-33.2% | $2,689-32.4% | $2,234-18.6% |
| Participant deferral / active EE | $5,214 | $4,349+19.9% | $4,244+22.8% | $3,805+37.0% |
| Admin fee / account holder | $197 | $139+41.5% | $6,642-97.0% | $158+24.8% |