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 Service code 26 100 CORPORATE PLACE · PEABODY, MA 01960 | Advisory (Participants) | $68,400 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,118 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,754 | $79,523+79.5% | $140,016+2.0% | $56,287+153.6% |
| Participation rate | 97.8% | 85.7%+12.1pp | 87.5%+10.4pp | 69.9%+28.0pp |
| Annual return | -6.50% | 2.39%-8.9pp | 651.12%-657.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,361 | $3,350+0.3% | $5,606-40.0% | $2,111+59.2% |
| Participant deferral / active EE | $13,262 | $5,129+158.6% | $6,927+91.4% | $3,350+295.9% |
| Admin fee / account holder | $253 | $614-58.8% | $10,705-97.6% | $521-51.5% |