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 GRP Service code 26 · EIN 04-3464764 | Advisory (Participants) | $70,000 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $29,340 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $191,741 | $80,005+139.7% | $140,016+36.9% | $55,725+244.1% |
| Participation rate | 85.5% | 87.0%-1.5pp | 87.5%-2.0pp | 70.9%+14.7pp |
| Annual return | -7.38% | 0.46%-7.8pp | 651.12%-658.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $12,813 | $3,403+276.5% | $5,606+128.6% | $2,078+516.5% |
| Participant deferral / active EE | $11,215 | $5,264+113.0% | $6,927+61.9% | $3,356+234.2% |
| Admin fee / account holder | $230 | $116+99.1% | $10,705-97.8% | $115+100.0% |