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 |
|---|---|---|
GROVE POINT INVESTMENTS LLC2 years Filed as: GROVE POINT INVESTMENTS, LLC Service code 27 · EIN 52-1321340 6800 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,395 | $82,202+31.9% | $125,339-13.5% | $64,808+67.3% |
| Participation rate | 82.5% | 77.9%+4.7pp | 82.4%+0.2pp | 71.5%+11.1pp |
| Annual return | 30.85% | 3.48%+27.4pp | 572.05%-541.2pp | 32.82%-2.0pp |
| Employer contribution / active EE | $6,221 | $3,615+72.1% | $4,814+29.2% | $2,506+148.3% |
| Participant deferral / active EE | $12,257 | $7,175+70.8% | $7,446+64.6% | $4,310+184.4% |
| Admin fee / account holder | $289 | $163+77.0% | $10,010-97.1% | $188+53.8% |