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 | $24,674 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,848 |
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 | $59,186 | $53,901+9.8% | $134,143-55.9% | $73,488-19.5% |
| Participation rate | 63.2% | 62.8%+0.4pp | 72.2%-8.9pp | 70.7%-7.5pp |
| Annual return | 18.85% | 15.82%+3.0pp | 36.33%-17.5pp | 28.51%-9.7pp |
| Employer contribution / active EE | $407 | $1,458-72.1% | $3,704-89.0% | $2,270-82.1% |
| Participant deferral / active EE | $2,534 | $2,739-7.5% | $3,499-27.6% | $3,740-32.2% |
| Admin fee / account holder | $218 | $581-62.4% | $6,684-96.7% | $513-57.4% |