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 | $173,385 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $96,672 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,750 | $62,544-70.0% | $129,295-85.5% | $199,768-90.6% |
| Participation rate | 92.6% | 56.8%+35.8pp | 69.6%+23.0pp | 72.0%+20.6pp |
| Annual return | 12.65% | 16.95%-4.3pp | 9429.28%-9416.6pp | 34.26%-21.6pp |
| Employer contribution / active EE | $1,418 | $2,394-40.8% | $4,157-65.9% | $3,037-53.3% |
| Participant deferral / active EE | $2,967 | $3,123-5.0% | $4,169-28.8% | $5,090-41.7% |
| Admin fee / account holder | $102 | $167-38.9% | $7,665-98.7% | $269-62.1% |