See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,178 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $47,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,664 | $84,784+3.4% | $98,439-10.9% | $74,419+17.8% |
| Participation rate | 93.1% | 81.5%+11.6pp | 75.2%+18.0pp | 70.7%+22.4pp |
| Annual return | 18.14% | 20.59%-2.4pp | 21.16%-3.0pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,305 | $3,364-31.5% | $3,048-24.4% | $2,637-12.6% |
| Participant deferral / active EE | $5,668 | $5,218+8.6% | $4,738+19.6% | $4,528+25.2% |
| Admin fee / account holder | $183 | $204-10.7% | $8,948-98.0% | $348-47.5% |