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 | $35,120 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,116 | $53,053+49.1% | $126,539-37.5% | $74,304+6.5% |
| Participation rate | 53.6% | 48.0%+5.6pp | 69.8%-16.2pp | 60.3%-6.7pp |
| Annual return | 14.81% | 29.46%-14.7pp | 425.95%-411.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $827 | $1,168-29.2% | $3,674-77.5% | $2,241-63.1% |
| Participant deferral / active EE | $3,119 | $2,303+35.4% | $4,083-23.6% | $3,767-17.2% |
| Admin fee / account holder | $315 | $3,698-91.5% | $6,065-94.8% | $2,969-89.4% |