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 LLC9+ years Service code 27 92 EAST MAIN STREET, · SOMERVILLE, NJ 08876 | Advisory (Plan) | $167,505 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $465,902 | $95,274+389.0% | $135,903+242.8% | $74,419+526.1% |
| Participation rate | 98.2% | 78.2%+20.1pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 16.58% | 32.77%-16.2pp | 68.23%-51.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $5,680 | $3,874+46.6% | $4,856+17.0% | $2,637+115.4% |
| Participant deferral / active EE | $14,651 | $7,782+88.3% | $7,758+88.9% | $4,528+223.6% |
| Admin fee / account holder | $423 | $266+59.0% | $10,762-96.1% | $348+21.6% |