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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,613 |
Filed as: ROCATION INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $26,396 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,057 | $95,274-58.0% | $135,903-70.5% | $74,419-46.2% |
| Participation rate | 92.3% | 78.2%+14.1pp | 81.9%+10.4pp | 70.7%+21.6pp |
| Annual return | 22.30% | 32.77%-10.5pp | 68.23%-45.9pp | 34.38%-12.1pp |
| Employer contribution / active EE | $1,240 | $3,874-68.0% | $4,856-74.5% | $2,637-53.0% |
| Participant deferral / active EE | $7,149 | $7,782-8.1% | $7,758-7.8% | $4,528+57.9% |
| Admin fee / account holder | $80 | $266-70.1% | $10,762-99.3% | $348-77.1% |