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 | $31,089 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,281 |
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 | $65,029 | $52,406+24.1% | $129,207-49.7% | $74,495-12.7% |
| Participation rate | 59.9% | 53.8%+6.1pp | 69.6%-9.7pp | 67.2%-7.3pp |
| Annual return | 13.15% | 15.66%-2.5pp | 9417.33%-9404.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $740 | $1,531-51.6% | $4,153-82.2% | $2,623-71.8% |
| Participant deferral / active EE | $3,279 | $2,794+17.3% | $4,168-21.3% | $4,346-24.6% |
| Admin fee / account holder | $264 | $2,633-90.0% | $7,715-96.6% | $1,942-86.4% |