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 LLC8+ years Service code 16 92 EAST MAIN STREET · SOMERVILLE, NJ 08876 | Consulting | $172,568 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,990 |
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 | $413,657 | $82,202+403.2% | $125,339+230.0% | $64,808+538.3% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | -14.35% | 3.48%-17.8pp | 572.05%-586.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $5,397 | $3,615+49.3% | $4,814+12.1% | $2,506+115.4% |
| Participant deferral / active EE | $13,953 | $7,175+94.5% | $7,446+87.4% | $4,310+223.7% |
| Admin fee / account holder | $429 | $163+162.7% | $10,010-95.7% | $188+128.4% |