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 10-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 15 · EIN 35-0145825 | Recordkeeping | $114,156 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $59,572 |
PERKINS & CO7 years Filed as: PERKINS & CO. Service code 10 · EIN 93-0928924 | Accounting | $22,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,154 | $81,908-31.4% | $90,749-38.1% | $64,808-13.4% |
| Participation rate | 98.1% | 80.5%+17.6pp | 75.7%+22.4pp | 71.5%+26.6pp |
| Annual return | -19.35% | -12.53%-6.8pp | -12.16%-7.2pp | 32.82%-52.2pp |
| Employer contribution / active EE | $1,426 | $3,065-53.5% | $2,921-51.2% | $2,506-43.1% |
| Participant deferral / active EE | $3,625 | $4,840-25.1% | $4,564-20.6% | $4,310-15.9% |
| Admin fee / account holder | $54 | $157-65.5% | $8,445-99.4% | $188-71.2% |