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 5-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 |
|---|---|---|
CGRPS2 years Service code 15 · EIN 82-4555287 | Recordkeeping | $2,340 |
EDWARD JONES2 years Service code 17 41 N UNION STREET · LAMBERTVILLE, NJ 08530 | Pension Consulting | $2,336 |
Filed as: ALTIGRO RETIREMENT SERVICES, LLC Service code 10 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 | Accounting | $750 |
THE RETIREMENT GROUP LLC1 year Service code 10 15 BLOOMFIELD AVENUE · VERONA, NJ 07044 | Accounting | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,280 | $61,156-79.9% | $185,823-93.4% | $79,386-84.5% |
| Participation rate | 29.4% | 66.6%-37.2pp | 81.7%-52.3pp | 70.7%-41.3pp |
| Annual return | 20.64% | 19.45%+1.2pp | 122.05%-101.4pp | 116.85%-96.2pp |
| Employer contribution / active EE | $639 | $2,321-72.5% | $5,167-87.6% | $2,427-73.7% |
| Participant deferral / active EE | $1,322 | $2,789-52.6% | $5,568-76.3% | $4,046-67.3% |
| Admin fee / account holder | $47 | $710-93.3% | $16,237-99.7% | $626-92.5% |