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 LLC9+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $34,961 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,916 | $130,194+95.0% | $169,993+49.4% | $71,457+255.3% |
| Participation rate | 97.6% | 86.1%+11.4pp | 87.0%+10.6pp | 67.9%+29.7pp |
| Annual return | 18.20% | 20.37%-2.2pp | 53.37%-35.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $10,137 | $4,381+131.4% | $6,785+49.4% | $2,588+291.7% |
| Participant deferral / active EE | $19,099 | $6,923+175.9% | $10,408+83.5% | $4,289+345.3% |
| Admin fee / account holder | $265 | $966-72.6% | $12,815-97.9% | $1,587-83.3% |