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 5-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 | $8,315 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,335 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,115 | $58,320+25.4% | $86,436-15.4% | $66,914+9.3% |
| Participation rate | 59.9% | 78.6%-18.7pp | 80.3%-20.5pp | 69.8%-9.9pp |
| Annual return | -16.78% | -9.71%-7.1pp | 4394.89%-4411.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,586 | $2,615-39.4% | $3,769-57.9% | $2,544-37.7% |
| Participant deferral / active EE | $6,299 | $6,899-8.7% | $6,952-9.4% | $4,237+48.7% |
| Admin fee / account holder | $424 | $546-22.3% | $6,731-93.7% | $593-28.5% |