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 |
|---|---|---|
ALTIGRO PENSION SERVICES INC2 years Filed as: ALTIGRO RETIREMENT SERVICES, LLC Service code 10 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 | Accounting | $0 |
CGRPS3 years Service code 15 · EIN 82-4555287 | Recordkeeping | $0 |
EDWARD JONES3 years Service code 17 41 N UNION STREET · LAMBERTVILLE, NJ 08530 | Pension Consulting | $0 |
THE RETIREMENT GROUP LLC2 years Service code 10 15 BLOOMFIELD AVENUE · VERONA, NJ 07044 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,147 | $65,061-76.7% | $143,757-89.5% | $66,914-77.4% |
| Participation rate | 21.8% | 65.2%-43.4pp | 80.3%-58.5pp | 69.8%-48.0pp |
| Annual return | -20.45% | -11.14%-9.3pp | -0.04%-20.4pp | 1.58%-22.0pp |
| Employer contribution / active EE | $555 | $2,361-76.5% | $4,951-88.8% | $2,544-78.2% |
| Participant deferral / active EE | $1,352 | $2,919-53.7% | $5,637-76.0% | $4,237-68.1% |
| Admin fee / account holder | $47 | $502-90.6% | $14,673-99.7% | $593-92.1% |