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 | $25,628 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,766 |
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 | $49,487 | $45,602+8.5% | $117,472-57.9% | $66,914-26.0% |
| Participation rate | 49.5% | 57.6%-8.2pp | 70.6%-21.1pp | 69.8%-20.4pp |
| Annual return | -18.09% | -16.74%-1.4pp | 29.74%-47.8pp | 1.58%-19.7pp |
| Employer contribution / active EE | $500 | $1,579-68.3% | $4,176-88.0% | $2,544-80.4% |
| Participant deferral / active EE | $2,399 | $2,845-15.7% | $4,070-41.1% | $4,237-43.4% |
| Admin fee / account holder | $229 | $661-65.3% | $5,645-95.9% | $593-61.4% |