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 | $27,333 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,917 |
MORNINGSTAR1 year Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,233 | $69,477+24.1% | $94,646-8.9% | $71,457+20.7% |
| Participation rate | 66.7% | 78.4%-11.8pp | 80.8%-14.2pp | 67.9%-1.3pp |
| Annual return | 19.71% | 29.66%-10.0pp | 156.71%-137.0pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,655 | $2,853-42.0% | $3,672-54.9% | $2,588-36.1% |
| Participant deferral / active EE | $6,407 | $7,345-12.8% | $7,418-13.6% | $4,289+49.4% |
| Admin fee / account holder | $207 | $1,210-82.9% | $7,231-97.1% | $1,587-86.9% |