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 |
|---|---|---|
BATOFF ASSOCIATES, P.A.7+ years Filed as: BATOFF ASSOCIATES Service code 29 · EIN 52-1667847 36 SOUTH CHARLES STREET, SUITE 1510 · BALTIMORE, MD 21201 | Legal | $35,221 |
Filed as: RIVERSEDGE ADVAN. RETIRE. SOLUTIONS Service code 50 · EIN 27-1155910 3000 VILLAGE RUN ROAD · WEXFORD, PA 15090 | Direct Payment | $32,129 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 23-2148108 27 ROLAND AVENUE, SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $29,903 |
Filed as: UNITED BANK Service code 19 · EIN 55-0241865 PO BOX 393 · CHARLESTON, WV 25322 | Securities Custodian | $27,855 |
GRAY, GRIFFITH & MAYS, A.C.6 years Filed as: GRAY GRIFFITH & MAYS A.C. Service code 10 · EIN 55-0621482 707 VIRGINIA ST E · CHARLESTON, WV 25301 | Accounting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,916 | $78,275-95.0% | $109,143-96.4% | $86,799-95.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 10.72% | 19.14%-8.4pp | 25.75%-15.0pp | 97.91%-87.2pp |
| Employer contribution / active EE | $3,777 | $3,105+21.6% | $3,722+1.5% | $2,405+57.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $168 | $198-15.4% | $6,752-97.5% | $170-1.0% |