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 LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $36,711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,592 | $102,553+117.1% | $151,611+46.8% | $66,914+232.7% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -13.91% | -10.82%-3.1pp | 3.33%-17.2pp | 1.58%-15.5pp |
| Employer contribution / active EE | $8,732 | $4,180+108.9% | $6,166+41.6% | $2,544+243.2% |
| Participant deferral / active EE | $16,307 | $6,641+145.6% | $8,363+95.0% | $4,237+284.9% |
| Admin fee / account holder | $271 | $630-57.0% | $11,616-97.7% | $593-54.3% |