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 ADVISORS LLC Service code 16 20 GLOVER AVE · NORWALK, CT 06850 | Consulting | $82,356 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,508 |
LINDAHL ASSOCIATES PLLC6 years Service code 10 5675 STONE ROAD · CENTREVILLE, VA 20120 | Accounting | $5,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,986 | $91,372+24.7% | $129,995-12.3% | $74,419+53.2% |
| Participation rate | 76.2% | 77.8%-1.5pp | 78.5%-2.2pp | 70.7%+5.5pp |
| Annual return | 12.21% | 23.21%-11.0pp | -137.18%+149.4pp | 34.38%-22.2pp |
| Employer contribution / active EE | $3,345 | $2,563+30.5% | $4,320-22.6% | $2,637+26.8% |
| Participant deferral / active EE | $3,121 | $4,721-33.9% | $5,820-46.4% | $4,528-31.1% |
| Admin fee / account holder | $272 | $283-3.9% | $10,614-97.4% | $348-21.7% |