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 7-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 64 · EIN 71-0294708 | Recordkeeping Fees | $29,055 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $14,657 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,927 | $93,182-57.2% | $146,665-72.8% | $79,386-49.7% |
| Participation rate | 95.9% | 76.4%+19.5pp | 80.1%+15.9pp | 70.7%+25.2pp |
| Annual return | 75.67% | 21.61%+54.1pp | 22.74%+52.9pp | 116.85%-41.2pp |
| Employer contribution / active EE | $1,134 | $2,420-53.1% | $4,136-72.6% | $2,427-53.3% |
| Participant deferral / active EE | $4,723 | $4,169+13.3% | $5,506-14.2% | $4,046+16.8% |
| Admin fee / account holder | $88 | $585-84.9% | $10,280-99.1% | $626-85.9% |