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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $20,151 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,973 | $35,485-29.6% | $74,550-66.5% | $55,725-55.2% |
| Participation rate | 79.0% | 62.5%+16.5pp | 69.1%+9.8pp | 70.9%+8.1pp |
| Annual return | 14.27% | 0.72%+13.5pp | 32.53%-18.3pp | 244.93%-230.7pp |
| Employer contribution / active EE | $553 | $777-28.8% | $1,961-71.8% | $2,078-73.4% |
| Participant deferral / active EE | $1,453 | $2,181-33.4% | $3,108-53.2% | $3,356-56.7% |
| Admin fee / account holder | $63 | $114-45.1% | $5,060-98.8% | $115-45.5% |