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 | $26,183 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,972 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,810 | $48,335+23.7% | $121,098-50.6% | $71,457-16.3% |
| Participation rate | 52.5% | 54.3%-1.7pp | 69.5%-16.9pp | 67.9%-15.4pp |
| Annual return | 19.40% | 23.32%-3.9pp | 985.75%-966.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $534 | $1,489-64.1% | $4,164-87.2% | $2,588-79.4% |
| Participant deferral / active EE | $2,708 | $2,754-1.7% | $4,080-33.6% | $4,289-36.9% |
| Admin fee / account holder | $223 | $1,841-87.9% | $5,644-96.0% | $1,587-85.9% |