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 4-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $158,954 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $50,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $19,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,892 | $39,973-30.2% | $79,550-64.9% | $77,904-64.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 69.5%+30.5pp | 73.7%+26.3pp |
| Annual return | -17.69% | 3.42%-21.1pp | 0.16%-17.9pp | 12.21%-29.9pp |
| Employer contribution / active EE | $1,965 | $1,088+80.7% | $2,413-18.6% | $2,848-31.0% |
| Participant deferral / active EE | $4,544 | $2,774+63.8% | $3,985+14.0% | $4,806-5.5% |
| Admin fee / account holder | $102 | $113-10.1% | $6,832-98.5% | $133-23.4% |