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 LLC7+ years Service code 27 92 EAST MAIN STREET, SUITE 203 · SOMERVILLE, NJ 08876 | Advisory (Plan) | $203,069 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,761 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,620 | $104,317+392.4% | $159,436+222.1% | $86,799+491.7% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.8%+16.1pp | 72.3%+26.7pp |
| Annual return | 15.38% | 26.32%-10.9pp | 263.57%-248.2pp | 97.91%-82.5pp |
| Employer contribution / active EE | $5,232 | $3,451+51.6% | $4,829+8.3% | $2,405+117.5% |
| Participant deferral / active EE | $14,218 | $6,837+108.0% | $7,352+93.4% | $4,131+244.2% |
| Admin fee / account holder | $506 | $172+193.7% | $10,799-95.3% | $170+198.4% |