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) | $87,889 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $35,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $325,358 | $136,307+138.7% | $177,821+83.0% | $73,488+342.7% |
| Participation rate | 89.2% | 86.1%+3.1pp | 87.7%+1.5pp | 70.7%+18.5pp |
| Annual return | 13.33% | 18.68%-5.3pp | 48.32%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $19,605 | $3,712+428.1% | $5,918+231.3% | $2,270+763.6% |
| Participant deferral / active EE | $10,948 | $5,829+87.8% | $7,714+41.9% | $3,740+192.8% |
| Admin fee / account holder | $383 | $596-35.8% | $12,427-96.9% | $513-25.4% |