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 10-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,144 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $18,013 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $49,463 | $60,323-18.0% | $81,812-39.5% | $74,495-33.6% |
| Participation rate | 55.4% | 62.9%-7.4pp | 72.3%-16.9pp | 67.2%-11.8pp |
| Annual return | 26.96% | 16.90%+10.1pp | 773.79%-746.8pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $1,241 | $2,620-52.6% | $2,912-57.4% | $2,623-52.7% |
| Participant deferral / active EE | $2,553 | $3,387-24.6% | $4,319-40.9% | $4,346-41.2% |
| Admin fee / account holder | $242 | $1,486-83.7% | $7,386-96.7% | $1,942-87.6% |