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 |
|---|---|---|
SHELTER ROCK MANAGEMENT LLC1+ years Service code 26 375 N BROADWAY STE 207 · JERICHO, NY 11753 | Advisory (Participants) | $10,546 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,786 | $135,952+90.4% | $123,892+108.9% | $273,961-5.5% |
| Participation rate | 73.9% | 84.1%-10.2pp | 81.4%-7.5pp | 83.0%-9.1pp |
| Annual return | 9.43% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,933 | $5,170-23.9% | $4,617-14.8% | $4,869-19.2% |
| Participant deferral / active EE | $5,553 | $6,343-12.4% | $5,984-7.2% | $5,287+5.0% |
| Admin fee / account holder | $646 | $9,817-93.4% | $8,357-92.3% | $10,132-93.6% |