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 | $9,411 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,893 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 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 | $7,925 | $45,324-82.5% | $122,332-93.5% | $69,631-88.6% |
| Participation rate | 80.4% | 59.9%+20.5pp | 71.6%+8.8pp | 70.7%+9.8pp |
| Annual return | 17.25% | 25.35%-8.1pp | 30.27%-13.0pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $203 | $1,230-83.5% | $4,050-95.0% | $2,032-90.0% |
| Participant deferral / active EE | $1,029 | $2,367-56.5% | $3,287-68.7% | $3,224-68.1% |
| Admin fee / account holder | $28 | $87-67.6% | $5,478-99.5% | $110-74.5% |