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 | $139,805 |
CHUGH CPAS, LLP6 years Service code 10 · EIN 47-2202224 | Accounting | $55,826 |
Filed as: ROCATION INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $13,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,760 | $106,028-56.8% | $146,958-68.9% | $77,643-41.1% |
| Participation rate | 89.4% | 78.4%+11.0pp | 82.2%+7.2pp | 70.6%+18.8pp |
| Annual return | 16.37% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,094 | $4,063-73.1% | $4,933-77.8% | $2,726-59.9% |
| Participant deferral / active EE | $7,202 | $7,990-9.9% | $8,070-10.8% | $4,647+55.0% |
| Admin fee / account holder | $107 | $337-68.3% | $12,998-99.2% | $430-75.1% |