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) | $69,513 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $23,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,676 | $98,982+190.6% | $162,163+77.4% | $65,185+341.3% |
| Participation rate | 91.0% | 85.8%+5.2pp | 87.6%+3.5pp | 70.2%+20.8pp |
| Annual return | 0.99% | 24.84%-23.9pp | 115.59%-114.6pp | 29.38%-28.4pp |
| Employer contribution / active EE | $25,140 | $3,467+625.2% | $5,614+347.8% | $2,177+1055.0% |
| Participant deferral / active EE | $18,805 | $5,384+249.3% | $7,298+157.7% | $3,514+435.2% |
| Admin fee / account holder | $301 | $596-49.6% | $10,843-97.2% | $847-64.5% |