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 |
|---|---|---|
ROGOFF & COMPANY PC5+ years Service code 10 · EIN 13-2688836 | Accounting | $56,000 |
JP MORGAN SECURITIES LLC5+ years Filed as: JP MORGAN SECURITIES Service code 51 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Mgmt Fees | $19,649 |
TD AMERITRADE, INC.2 years Filed as: TD ANMERITRADE Service code 51 57 COLUMBUS AVENUE · LAKEWOOD, NJ 08701 | Investment Mgmt Fees | $10,651 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,115,498 | $226,064+7913.4% | $182,532+9824.5% | $152,861+11751.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 6.88% | 192.51%-185.6pp | 148.54%-141.7pp | 345.32%-338.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $17,672 | $10,703+65.1% | $8,592+105.7% | $11,596+52.4% |