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) | $49,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,153 | $99,078+100.0% | $96,544+105.2% | $74,419+166.3% |
| Participation rate | 91.8% | 80.7%+11.1pp | 76.0%+15.8pp | 70.7%+21.0pp |
| Annual return | 17.59% | 22.48%-4.9pp | 25.84%-8.3pp | 34.38%-16.8pp |
| Employer contribution / active EE | $305 | $2,570-88.1% | $2,965-89.7% | $2,637-88.4% |
| Participant deferral / active EE | $10,940 | $4,933+121.8% | $4,851+125.5% | $4,528+141.6% |
| Admin fee / account holder | $231 | $225+2.7% | $8,252-97.2% | $348-33.6% |