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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $151,847 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $98,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,577 | $53,199-40.6% | $155,567-79.7% | $199,768-84.2% |
| Participation rate | 50.8% | 64.1%-13.4pp | 78.2%-27.4pp | 72.0%-21.3pp |
| Annual return | 21.42% | 41.17%-19.8pp | 64.74%-43.3pp | 34.26%-12.8pp |
| Employer contribution / active EE | $426 | $1,852-77.0% | $4,674-90.9% | $3,037-86.0% |
| Participant deferral / active EE | $3,621 | $3,163+14.5% | $5,628-35.7% | $5,090-28.8% |
| Admin fee / account holder | $157 | $186-15.3% | $15,916-99.0% | $269-41.6% |