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) | $73,094 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $66,476 |
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 | $44,065 | $96,458-54.3% | $136,294-67.7% | $77,958-43.5% |
| Participation rate | 28.8% | 75.4%-46.5pp | 81.9%-53.1pp | 71.6%-42.8pp |
| Annual return | 20.27% | 23.78%-3.5pp | 5155.94%-5135.7pp | 20.87%-0.6pp |
| Employer contribution / active EE | $527 | $3,144-83.2% | $4,695-88.8% | $2,310-77.2% |
| Participant deferral / active EE | $2,534 | $5,902-57.1% | $6,247-59.4% | $3,537-28.3% |
| Admin fee / account holder | $141 | $80+75.8% | $9,243-98.5% | $97+45.2% |