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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.
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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 |
|---|---|---|
GROVE POINT INVESTMENTS LLC4 years Filed as: GROVE POINT INVESTMENTS, LLC Service code 27 · EIN 52-1321340 6800 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $59,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,566 | $101,317+53.5% | $146,958+5.9% | $74,495+108.8% |
| Participation rate | 86.0% | 75.5%+10.5pp | 82.2%+3.9pp | 67.2%+18.8pp |
| Annual return | 16.58% | 8730.91%-8714.3pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $7,953 | $3,810+108.7% | $4,933+61.2% | $2,623+203.2% |
| Participant deferral / active EE | $15,823 | $7,303+116.7% | $8,070+96.1% | $4,346+264.1% |
| Admin fee / account holder | $458 | $1,739-73.6% | $12,998-96.5% | $1,942-76.4% |