Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $52,654 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,789 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,042 | $81,233+12.1% | $155,567-41.5% | $80,874+12.6% |
| Participation rate | 85.0% | 66.2%+18.8pp | 78.2%+6.8pp | 67.6%+17.4pp |
| Annual return | 10.34% | 33.33%-23.0pp | 64.74%-54.4pp | 35.62%-25.3pp |
| Employer contribution / active EE | $4,101 | $3,101+32.3% | $4,674-12.3% | $2,756+48.8% |
| Participant deferral / active EE | $10,627 | $3,452+207.8% | $5,628+88.8% | $4,297+147.3% |
| Admin fee / account holder | $622 | $7,998-92.2% | $15,916-96.1% | $6,935-91.0% |