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: FIDELITY INV. INSTITUTIONAL, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $21,077 |
RED BANK PENSION SERVICES, INC.3+ years Service code 13 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Contract Administrator | $2,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,150 | $71,192+21.0% | $117,854-26.9% | $62,292+38.3% |
| Participation rate | 67.7% | 74.2%-6.6pp | 79.7%-12.0pp | 69.5%-1.9pp |
| Annual return | 14.35% | 18.66%-4.3pp | 335.08%-320.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,939 | $1,934+0.3% | $3,786-48.8% | $2,042-5.1% |
| Participant deferral / active EE | $5,390 | $3,189+69.0% | $4,482+20.3% | $3,169+70.1% |
| Admin fee / account holder | $280 | $587-52.3% | $8,020-96.5% | $479-41.5% |