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.2 years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $38,582 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,913 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 23-1974276 | Recordkeeping | $825 |
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 | $52,920 | $46,173+14.6% | $170,442-69.0% | $69,631-24.0% |
| Participation rate | 77.6% | 63.9%+13.7pp | 83.6%-6.0pp | 70.7%+6.9pp |
| Annual return | 17.60% | 21.62%-4.0pp | 205.93%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $3,691 | $1,610+129.3% | $5,433-32.1% | $2,032+81.6% |
| Participant deferral / active EE | $3,936 | $2,080+89.2% | $4,939-20.3% | $3,224+22.1% |
| Admin fee / account holder | $182 | $116+56.9% | $13,880-98.7% | $110+64.7% |