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: ROCATON INVESTMENT ADVISOR Service code 27 · EIN 04-3638035 | Advisory (Plan) | $72,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,515 |
WOLF & COMPANY, P.C.9+ years Service code 10 · EIN 04-2689883 | Accounting | $20,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,727 | $107,459+33.8% | $135,903+5.8% | $80,160+79.3% |
| Participation rate | 98.6% | 78.0%+20.6pp | 81.9%+16.7pp | 72.9%+25.7pp |
| Annual return | 20.38% | 91.91%-71.5pp | 68.23%-47.8pp | 40.38%-20.0pp |
| Employer contribution / active EE | $4,457 | $3,877+14.9% | $4,856-8.2% | $2,978+49.7% |
| Participant deferral / active EE | $14,658 | $8,195+78.9% | $7,758+88.9% | $5,017+192.1% |
| Admin fee / account holder | $53 | $127-57.9% | $10,762-99.5% | $145-63.1% |