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) | $67,141 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $28,527 |
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 | $178,100 | $98,982+79.9% | $162,163+9.8% | $65,185+173.2% |
| Participation rate | 97.8% | 85.8%+12.1pp | 87.6%+10.3pp | 70.2%+27.6pp |
| Annual return | 23.37% | 24.84%-1.5pp | 115.59%-92.2pp | 29.38%-6.0pp |
| Employer contribution / active EE | $7,500 | $3,467+116.4% | $5,614+33.6% | $2,177+244.6% |
| Participant deferral / active EE | $14,319 | $5,384+165.9% | $7,298+96.2% | $3,514+307.5% |
| Admin fee / account holder | $256 | $596-57.1% | $10,843-97.6% | $847-69.8% |