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 |
|---|---|---|
Filed as: DM DIPIERO FAM TR FBO DM Service code 27 DIPIERO LLL DBA NEWPORT CA · RED BANK, NJ 07701 | Advisory (Plan) | $7,898 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,862 | $55,636-30.1% | $81,983-52.6% | $73,488-47.1% |
| Participation rate | 59.7% | 62.3%-2.6pp | 69.2%-9.5pp | 70.7%-11.0pp |
| Annual return | 5.65% | 19.07%-13.4pp | 41.31%-35.7pp | 28.51%-22.9pp |
| Employer contribution / active EE | $658 | $1,625-59.5% | $2,498-73.6% | $2,270-71.0% |
| Participant deferral / active EE | $1,909 | $2,762-30.9% | $3,722-48.7% | $3,740-48.9% |
| Admin fee / account holder | $72 | $493-85.3% | $5,664-98.7% | $513-85.9% |