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 | $68,524 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $26,918 |
Employer contribution per participant 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 | $78,743 | $72,607+8.5% | $90,749-13.2% | $66,914+17.7% |
| Participation rate | 86.7% | 73.7%+13.0pp | 75.7%+11.0pp | 69.8%+16.9pp |
| Annual return | -14.63% | -12.28%-2.3pp | -12.16%-2.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,041 | $3,977-48.7% | $4,564-55.3% | $4,237-51.8% |
| Admin fee / account holder | $7 | $707-99.0% | $8,445-99.9% | $593-98.8% |