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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,866 |
Filed as: RETIREMENT RESOURCES INVESTMENT Service code 27 100 CORPORATE PLACE, STE 202 · PEABODY, MA 01960 | Advisory (Plan) | $42,666 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,183 | $72,770+41.8% | $67,652+52.5% | $55,191+87.0% |
| Participation rate | 91.0% | 78.8%+12.3pp | 75.7%+15.4pp | 69.2%+21.9pp |
| Annual return | 2.75% | -3.26%+6.0pp | 6625.04%-6622.3pp | 10.78%-8.0pp |
| Employer contribution / active EE | $2,847 | $1,769+60.9% | $2,266+25.7% | $1,899+50.0% |
| Participant deferral / active EE | $6,424 | $3,408+88.5% | $3,560+80.5% | $3,046+110.9% |
| Admin fee / account holder | $245 | $79+211.1% | $4,821-94.9% | $91+170.1% |