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 | $149,777 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $105,828 |
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 | $23,431 | $84,030-72.1% | $126,539-81.5% | $102,872-77.2% |
| Participation rate | 93.2% | 58.3%+35.0pp | 69.8%+23.4pp | 73.0%+20.2pp |
| Annual return | 16.84% | 17.79%-1.0pp | 425.95%-409.1pp | 19.06%-2.2pp |
| Employer contribution / active EE | $1,071 | $3,287-67.4% | $3,674-70.9% | $3,526-69.6% |
| Participant deferral / active EE | $2,366 | $3,749-36.9% | $4,083-42.1% | $5,535-57.3% |
| Admin fee / account holder | $101 | $299-66.4% | $6,065-98.3% | $292-65.6% |