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 | $14,488 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,090 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,752 | $59,097-15.8% | $82,389-39.6% | $74,304-33.0% |
| Participation rate | 54.5% | 52.8%+1.8pp | 69.5%-15.0pp | 60.3%-5.8pp |
| Annual return | 15.80% | 22.85%-7.0pp | 28.67%-12.9pp | 29.43%-13.6pp |
| Employer contribution / active EE | $770 | $1,601-51.9% | $2,517-69.4% | $2,241-65.6% |
| Participant deferral / active EE | $3,329 | $2,775+19.9% | $4,155-19.9% | $3,767-11.6% |
| Admin fee / account holder | $281 | $4,489-93.7% | $7,231-96.1% | $2,969-90.5% |