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 7-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 |
|---|---|---|
ROCK HOUSE FINANCIAL2 years Service code 26 · EIN 47-3417936 | Advisory (Participants) | $16,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,457 | $30,086-35.3% | $61,373-68.3% | $64,808-70.0% |
| Participation rate | 13.2% | 36.4%-23.1pp | 52.6%-39.3pp | 71.5%-58.2pp |
| Annual return | -17.00% | -13.99%-3.0pp | 338.61%-355.6pp | 32.82%-49.8pp |
| Employer contribution / active EE | $459 | $536-14.4% | $1,159-60.4% | $2,506-81.7% |
| Participant deferral / active EE | $705 | $1,126-37.4% | $2,125-66.8% | $4,310-83.6% |
| Admin fee / account holder | $208 | $148+40.2% | $2,130-90.2% | $188+10.6% |