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 INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $63,774 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $58,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,466 | $85,635-56.2% | $123,892-69.8% | $63,975-41.4% |
| Participation rate | 35.0% | 74.9%-39.9pp | 81.4%-46.4pp | 71.1%-36.1pp |
| Annual return | 10.96% | 15.74%-4.8pp | 47.52%-36.6pp | 48.65%-37.7pp |
| Employer contribution / active EE | $722 | $3,076-76.5% | $4,617-84.4% | $2,182-66.9% |
| Participant deferral / active EE | $3,171 | $5,667-44.0% | $5,984-47.0% | $3,356-5.5% |
| Admin fee / account holder | $135 | $75+79.7% | $8,357-98.4% | $70+91.1% |