See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $28,287 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,019 | $61,052-6.6% | $142,863-60.1% | $79,386-28.2% |
| Participation rate | 56.8% | 60.1%-3.3pp | 71.9%-15.1pp | 70.7%-13.9pp |
| Annual return | 13.27% | 16.02%-2.7pp | 5637.54%-5624.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $380 | $1,481-74.3% | $4,144-90.8% | $2,427-84.3% |
| Participant deferral / active EE | $2,531 | $2,879-12.1% | $3,837-34.0% | $4,046-37.4% |
| Admin fee / account holder | $234 | $659-64.6% | $6,560-96.4% | $626-62.7% |