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 6-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 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $20,209 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 · EIN 43-1451524 | Consulting | $6,305 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,976 | $82,978+37.4% | $129,995-12.3% | $71,457+59.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 17.87% | 20.60%-2.7pp | -137.18%+155.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $11,594 | $2,622+342.3% | $4,320+168.4% | $2,588+348.1% |
| Participant deferral / active EE | $10,440 | $4,432+135.6% | $5,820+79.4% | $4,289+143.4% |
| Admin fee / account holder | $180 | $1,729-89.6% | $10,614-98.3% | $1,587-88.6% |