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 9-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 | $92,926 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $35,827 |
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 | $97,012 | $93,571+3.7% | $135,903-28.6% | $75,163+29.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.67% | 30.90%-19.2pp | 68.23%-56.6pp | 160.62%-149.0pp |
| Employer contribution / active EE | $4,694 | $3,537+32.7% | $4,856-3.3% | $2,670+75.8% |
| Participant deferral / active EE | $4,657 | $6,404-27.3% | $7,758-40.0% | $4,125+12.9% |
| Admin fee / account holder | $9 | $6,975-99.9% | $10,762-99.9% | $5,651-99.8% |