See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTO, NJ 08534 | Advisory (Plan) | $22,966 |
Filed as: RETIREMENT PLAN SERVICES, INC Service code 49 535 KEISLER DR STE 102 · CARY, NC 27518 | Other Services | $15,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,491 | $82,978-24.7% | $129,995-51.9% | $71,457-12.5% |
| Participation rate | 93.8% | 74.1%+19.7pp | 78.5%+15.3pp | 67.9%+25.8pp |
| Annual return | 26.48% | 20.60%+5.9pp | -137.18%+163.7pp | 28.85%-2.4pp |
| Employer contribution / active EE | $4,197 | $2,622+60.1% | $4,320-2.8% | $2,588+62.2% |
| Participant deferral / active EE | $5,536 | $4,432+24.9% | $5,820-4.9% | $4,289+29.1% |
| Admin fee / account holder | $272 | $1,729-84.2% | $10,614-97.4% | $1,587-82.8% |