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 | $20,640 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,061 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,361 | $44,221-13.3% | $121,196-68.3% | $56,287-31.8% |
| Participation rate | 63.2% | 61.1%+2.1pp | 71.7%-8.6pp | 69.9%-6.7pp |
| Annual return | -4.83% | -3.58%-1.3pp | 16.93%-21.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $370 | $1,480-75.0% | $4,022-90.8% | $2,111-82.5% |
| Participant deferral / active EE | $1,935 | $2,521-23.2% | $3,344-42.1% | $3,350-42.2% |
| Admin fee / account holder | $180 | $480-62.6% | $5,019-96.4% | $521-65.5% |