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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,627 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $16,596 | $95,388-82.6% | $125,339-86.8% | $77,904-78.7% |
| Participation rate | 43.0% | 78.6%-35.6pp | 82.4%-39.3pp | 73.7%-30.6pp |
| Annual return | 57.72% | 116.19%-58.5pp | 572.05%-514.3pp | 12.21%+45.5pp |
| Employer contribution / active EE | $1,200 | $3,666-67.3% | $4,814-75.1% | $2,848-57.9% |
| Participant deferral / active EE | $2,454 | $7,711-68.2% | $7,446-67.0% | $4,806-48.9% |
| Admin fee / account holder | $35 | $119-70.1% | $10,010-99.6% | $133-73.2% |