See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.5+ years Filed as: RTD FINANCIAL ADVISORS Service code 26 · EIN 22-2446145 | Advisory (Participants) | $181,288 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $163,477 |
THE MANDMARBLESTONE GROUP LLC5+ years Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $83,070 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,602 | $56,095+102.5% | $178,490-36.4% | $90,288+25.8% |
| Participation rate | 84.9% | 65.6%+19.3pp | 81.9%+2.9pp | 73.4%+11.5pp |
| Annual return | 15.89% | 28.81%-12.9pp | 151.07%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $4,497 | $1,572+186.0% | $5,011-10.3% | $2,524+78.1% |
| Participant deferral / active EE | $4,416 | $2,669+65.5% | $5,202-15.1% | $4,232+4.3% |
| Admin fee / account holder | $168 | $101+67.1% | $13,984-98.8% | $114+47.5% |