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 | $73,938 |
Filed as: RETIREMENT RESOURCES INVESTMENT Service code 27 · EIN 04-3464764 | Advisory (Plan) | $35,150 |
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 | $180,700 | $79,519+127.2% | $95,952+88.3% | $73,409+146.2% |
| Participation rate | 91.4% | 81.2%+10.2pp | 77.1%+14.3pp | 72.2%+19.2pp |
| Annual return | 15.44% | 19.20%-3.8pp | 91.61%-76.2pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,749 | $2,048-14.6% | $2,541-31.2% | $2,234-21.7% |
| Participant deferral / active EE | $8,757 | $4,138+111.6% | $4,167+110.2% | $3,805+130.1% |
| Admin fee / account holder | $269 | $184+45.8% | $6,795-96.0% | $158+70.2% |