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 | $21,847 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,670 |
ADP BROKER-DEALER4+ 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.
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 | $48,493 | $46,722+3.8% | $130,648-62.9% | $65,185-25.6% |
| Participation rate | 64.0% | 60.9%+3.0pp | 71.7%-7.8pp | 70.2%-6.2pp |
| Annual return | 22.79% | 24.17%-1.4pp | 1708.96%-1686.2pp | 29.38%-6.6pp |
| Employer contribution / active EE | $431 | $1,488-71.0% | $4,092-89.5% | $2,177-80.2% |
| Participant deferral / active EE | $2,311 | $2,545-9.2% | $3,603-35.9% | $3,514-34.2% |
| Admin fee / account holder | $187 | $453-58.8% | $5,464-96.6% | $847-78.0% |