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 | $54,906 |
Filed as: RETIREMENT RESOURCES INVESTMENT Service code 27 · EIN 04-3464764 | Advisory (Plan) | $45,507 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $158,133 | $73,404+115.4% | $87,100+81.6% | $67,579+134.0% |
| Participation rate | 89.6% | 80.9%+8.7pp | 76.9%+12.7pp | 71.3%+18.3pp |
| Annual return | 22.13% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.4pp |
| Employer contribution / active EE | $5,314 | $2,014+163.9% | $2,521+110.8% | $2,148+147.4% |
| Participant deferral / active EE | $8,728 | $3,913+123.1% | $4,049+115.6% | $3,539+146.6% |
| Admin fee / account holder | $256 | $142+80.5% | $7,497-96.6% | $142+79.6% |