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 |
|---|---|---|
O'ROURKE & COMPANY3 years Service code 19 ONE LIBERTY SQUARE · BOSTON, MA 02109 | Securities Custodian | $97,702 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 04-2677407 | Contract Administrator | $22,139 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,367 | $84,487+80.3% | $125,339+21.6% | $66,914+127.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.78% | -8.39%-10.4pp | 572.05%-590.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $5,342 | $3,553+50.4% | $4,814+11.0% | $2,544+110.0% |
| Participant deferral / active EE | $4,989 | $6,781-26.4% | $7,446-33.0% | $4,237+17.8% |
| Admin fee / account holder | $758 | $685+10.7% | $10,010-92.4% | $593+27.9% |