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) | $33,833 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,567 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,936 | $121,341+249.4% | $189,513+123.7% | $79,386+434.0% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.8%+9.1pp | 70.7%+26.2pp |
| Annual return | 5.60% | 21.08%-15.5pp | 555.15%-549.6pp | 116.85%-111.3pp |
| Employer contribution / active EE | $19,041 | $3,915+386.4% | $6,162+209.0% | $2,427+684.4% |
| Participant deferral / active EE | $11,797 | $6,395+84.5% | $8,221+43.5% | $4,046+191.6% |
| Admin fee / account holder | $182 | $651-72.1% | $12,045-98.5% | $626-70.9% |