See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,127 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $20,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,323 | $80,724-56.2% | $103,333-65.8% | $74,495-52.6% |
| Participation rate | 51.3% | 65.7%-14.4pp | 74.5%-23.2pp | 67.2%-15.9pp |
| Annual return | 12.88% | 27.56%-14.7pp | 24.88%-12.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,567 | $3,157-18.7% | $3,868-33.6% | $2,623-2.1% |
| Participant deferral / active EE | $4,272 | $3,860+10.7% | $5,057-15.5% | $4,346-1.7% |
| Admin fee / account holder | $245 | $2,368-89.6% | $8,355-97.1% | $1,942-87.4% |