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 |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.1+ years Filed as: RTD FINANCIAL ADVISORS Service code 27 · EIN 22-2446145 | Advisory (Plan) | $158,272 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 62-1868111 | Recordkeeping | $141,063 |
THE MANDMARBLESTONE GROUP LLC1+ years Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $131,258 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 11 · EIN 22-2611091 | Actuarial | $21,915 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,989 | $37,213+98.8% | $156,549-52.7% | $63,975+15.7% |
| Participation rate | 83.9% | 65.0%+18.9pp | 84.0%-0.1pp | 71.1%+12.8pp |
| Annual return | 8.06% | 47.89%-39.8pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $4,444 | $1,357+227.5% | $5,501-19.2% | $2,182+103.7% |
| Participant deferral / active EE | $4,062 | $2,070+96.2% | $4,871-16.6% | $3,356+21.0% |
| Admin fee / account holder | $190 | $56+236.6% | $13,027-98.5% | $70+169.2% |