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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,525 |
Filed as: RETIREMENT RESOURCES INVESTMENT Service code 27 · EIN 04-3464764 | Advisory (Plan) | $50,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,697 | $185,342+12.1% | $111,297+86.6% | $86,799+139.3% |
| Participation rate | 85.9% | 81.0%+5.0pp | 77.3%+8.6pp | 72.3%+13.7pp |
| Annual return | 15.18% | 500.80%-485.6pp | 54.65%-39.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,390 | $2,246-38.1% | $2,731-49.1% | $2,405-42.2% |
| Participant deferral / active EE | $8,229 | $4,458+84.6% | $4,487+83.4% | $4,131+99.2% |
| Admin fee / account holder | $287 | $255+12.2% | $7,964-96.4% | $170+69.0% |