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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $17,449 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,292 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,045 | $63,156-46.1% | $122,332-72.2% | $62,292-45.3% |
| Participation rate | 76.5% | 60.0%+16.5pp | 71.6%+4.9pp | 69.5%+7.0pp |
| Annual return | 19.91% | 20.61%-0.7pp | 30.27%-10.4pp | 28.90%-9.0pp |
| Employer contribution / active EE | $453 | $1,385-67.3% | $4,050-88.8% | $2,042-77.8% |
| Participant deferral / active EE | $2,026 | $2,321-12.7% | $3,287-38.4% | $3,169-36.1% |
| Admin fee / account holder | $141 | $440-67.9% | $5,478-97.4% | $479-70.6% |