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 |
|---|---|---|
Filed as: RETIREMENT RESOURCES INVESTMENT Service code 27 · EIN 04-3464764 | Advisory (Plan) | $50,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,999 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,037 | $72,254+138.1% | $86,677+98.5% | $64,808+165.5% |
| Participation rate | 90.2% | 80.4%+9.8pp | 76.6%+13.6pp | 71.5%+18.7pp |
| Annual return | -16.60% | 392.42%-409.0pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,468 | $2,393-38.6% | $2,836-48.2% | $2,506-41.4% |
| Participant deferral / active EE | $9,785 | $4,658+110.1% | $4,656+110.2% | $4,310+127.0% |
| Admin fee / account holder | $243 | $174+39.5% | $7,493-96.8% | $188+29.2% |