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 LLC6+ years Service code 27 92 EAST MAIN STREET · SOMERVILLE, NJ 08876 | Advisory (Plan) | $181,706 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $42,397 |
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 | $442,765 | $100,801+339.2% | $149,696+195.8% | $73,409+503.1% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.5%+14.9pp | 72.2%+25.2pp |
| Annual return | 14.71% | 265.34%-250.6pp | 276.60%-261.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $5,243 | $3,312+58.3% | $4,644+12.9% | $2,234+134.7% |
| Participant deferral / active EE | $13,845 | $6,404+116.2% | $6,842+102.4% | $3,805+263.8% |
| Admin fee / account holder | $464 | $181+156.6% | $9,309-95.0% | $158+193.9% |