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 LLC5+ years Service code 27 92 EAST MAIN STREET, SUITE 203 · SOMERVILLE, NJ 08876 | Advisory (Plan) | $168,750 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,315 |
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 | $380,184 | $88,122+331.4% | $141,162+169.3% | $67,579+462.6% |
| Participation rate | 99.1% | 76.5%+22.6pp | 82.5%+16.6pp | 71.3%+27.8pp |
| Annual return | 22.84% | 75.40%-52.6pp | 71.39%-48.6pp | 378.56%-355.7pp |
| Employer contribution / active EE | $4,755 | $3,224+47.5% | $4,735+0.4% | $2,148+121.4% |
| Participant deferral / active EE | $12,237 | $5,958+105.4% | $6,709+82.4% | $3,539+245.8% |
| Admin fee / account holder | $453 | $131+246.1% | $10,261-95.6% | $142+218.4% |