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 6-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 |
|---|---|---|
RPG CONSULTANTS4+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $20,836 |
CF ADVISORY SERVICES LLC DBA COMPRE4+ years Service code 26 · EIN 27-3071954 86 CARLETON AVENUE · EAST ISLIP, NY 11739 | Advisory (Participants) | $10,277 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $5,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,404 | $65,061-1.0% | $143,757-55.2% | $66,914-3.8% |
| Participation rate | 29.8% | 65.2%-35.4pp | 80.3%-50.5pp | 69.8%-40.0pp |
| Annual return | -17.70% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,102 | $2,919-28.0% | $5,637-62.7% | $4,237-50.4% |
| Admin fee / account holder | $632 | $502+25.9% | $14,673-95.7% | $593+6.5% |