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 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $35,620 |
Filed as: JP MORGAN CHASE Service code 27 270 PARK AVE · NEW YORK, NY 10017 | Advisory (Plan) | $15,103 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $8,616 |
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 | $129,952 | $89,436+45.3% | $164,813-21.2% | $77,643+67.4% |
| Participation rate | 79.7% | 78.6%+1.1pp | 78.6%+1.1pp | 70.6%+9.1pp |
| Annual return | 10.77% | 28.83%-18.1pp | 69.93%-59.2pp | 31.24%-20.5pp |
| Employer contribution / active EE | $2,900 | $2,569+12.9% | $4,341-33.2% | $2,726+6.4% |
| Participant deferral / active EE | $3,032 | $4,897-38.1% | $6,031-49.7% | $4,647-34.7% |
| Admin fee / account holder | $182 | $339-46.3% | $12,690-98.6% | $430-57.7% |