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 | $83,051 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $45,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,828 | $81,908-2.5% | $90,749-12.0% | $64,808+23.2% |
| Participation rate | 93.0% | 80.5%+12.5pp | 75.7%+17.3pp | 71.5%+21.5pp |
| Annual return | -10.94% | -12.53%+1.6pp | -12.16%+1.2pp | 32.82%-43.8pp |
| Employer contribution / active EE | $1,779 | $3,065-42.0% | $2,921-39.1% | $2,506-29.0% |
| Participant deferral / active EE | $4,841 | $4,8400% | $4,564+6.1% | $4,310+12.3% |
| Admin fee / account holder | $177 | $157+12.5% | $8,445-97.9% | $188-5.9% |