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) | $70,000 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $36,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,589 | $121,341+94.2% | $189,513+24.3% | $79,386+196.8% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.8%+10.3pp | 70.7%+27.4pp |
| Annual return | 19.53% | 21.08%-1.6pp | 555.15%-535.6pp | 116.85%-97.3pp |
| Employer contribution / active EE | $8,673 | $3,915+121.5% | $6,162+40.8% | $2,427+257.3% |
| Participant deferral / active EE | $15,798 | $6,395+147.0% | $8,221+92.2% | $4,046+290.5% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |