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 | $9,665 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,014 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,326 | $99,640-65.5% | $86,436-60.3% | $134,475-74.5% |
| Participation rate | 95.7% | 82.0%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -15.88% | 6782.58%-6798.5pp | 4394.89%-4410.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,154 | $4,400-51.0% | $3,769-42.8% | $4,740-54.6% |
| Participant deferral / active EE | $16,811 | $7,246+132.0% | $6,952+141.8% | $6,400+162.7% |
| Admin fee / account holder | $72 | $8,371-99.1% | $6,731-98.9% | $11,426-99.4% |