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 |
|---|---|---|
REEDMARK ADVISORS LLC4+ years Service code 27 92 EAST MAIN STREET · SOMERVILLE, NJ 08876 | Advisory (Plan) | $169,452 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $57,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,882 | $75,388+329.6% | $123,544+162.2% | $55,725+481.2% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.3%+16.7pp | 70.9%+28.2pp |
| Annual return | -3.85% | 4.48%-8.3pp | 119.20%-123.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $4,893 | $3,063+59.7% | $4,628+5.7% | $2,078+135.5% |
| Participant deferral / active EE | $12,388 | $5,651+119.2% | $6,426+92.8% | $3,356+269.2% |
| Admin fee / account holder | $463 | $120+286.9% | $9,284-95.0% | $115+302.3% |