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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,222 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $19,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,530 | $65,061-43.9% | $143,757-74.6% | $66,914-45.4% |
| Participation rate | 97.5% | 65.2%+32.4pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | -4.70% | -11.14%+6.4pp | -0.04%-4.7pp | 1.58%-6.3pp |
| Employer contribution / active EE | $3,001 | $2,361+27.1% | $4,951-39.4% | $2,544+18.0% |
| Participant deferral / active EE | $1,240 | $2,919-57.5% | $5,637-78.0% | $4,237-70.7% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |