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 | $23,923 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $14,824 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,991 | $40,174-50.2% | $84,015-76.2% | $67,579-70.4% |
| Participation rate | 78.8% | 62.7%+16.2pp | 69.0%+9.8pp | 71.3%+7.6pp |
| Annual return | 4.67% | 25.82%-21.2pp | 71.31%-66.6pp | 378.56%-373.9pp |
| Employer contribution / active EE | $638 | $808-21.0% | $1,983-67.8% | $2,148-70.3% |
| Participant deferral / active EE | $1,468 | $2,301-36.2% | $3,239-54.7% | $3,539-58.5% |
| Admin fee / account holder | $94 | $128-26.7% | $6,101-98.5% | $142-33.9% |