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 | Recordkeeping fees; Float revenue; Re... | $21,785 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 · EIN 43-1451524 | Consulting | $9,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,314 | $88,083+68.4% | $164,813-10.0% | $74,495+99.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.02% | 17.26%-1.2pp | 69.93%-53.9pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $11,395 | $2,593+339.5% | $4,341+162.5% | $2,623+334.4% |
| Participant deferral / active EE | $10,273 | $4,498+128.4% | $6,031+70.3% | $4,346+136.4% |
| Admin fee / account holder | $215 | $2,234-90.4% | $12,690-98.3% | $1,942-88.9% |