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 | $28,953 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $18,039 |
JONES & ROTH, PC5 years Filed as: JONES & ROTH P.C. Service code 10 · EIN 93-0819646 | Accounting | $9,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,456 | $66,528-52.7% | $86,874-63.8% | $86,799-63.8% |
| Participation rate | 68.2% | 72.4%-4.1pp | 71.6%-3.4pp | 72.3%-4.0pp |
| Annual return | 11.86% | 19.56%-7.7pp | 63.52%-51.7pp | 97.91%-86.0pp |
| Employer contribution / active EE | $997 | $2,007-50.3% | $2,495-60.1% | $2,405-58.6% |
| Participant deferral / active EE | $1,562 | $3,240-51.8% | $3,699-57.8% | $4,131-62.2% |
| Admin fee / account holder | $53 | $148-64.3% | $5,828-99.1% | $170-68.8% |