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 | $33,088 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,080 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,117 | $79,013+28.0% | $100,391+0.7% | $74,495+35.7% |
| Participation rate | 92.2% | 79.5%+12.7pp | 81.5%+10.7pp | 67.2%+25.0pp |
| Annual return | 19.82% | 20.41%-0.6pp | 49.20%-29.4pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $2,515 | $3,021-16.8% | $3,942-36.2% | $2,623-4.1% |
| Participant deferral / active EE | $9,191 | $7,760+18.4% | $8,082+13.7% | $4,346+111.5% |
| Admin fee / account holder | $232 | $1,320-82.4% | $7,899-97.1% | $1,942-88.1% |