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 |
|---|---|---|
ROCKEFELLER1 year Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $20,838 |
VBA BENEFITS CORPORATION1 year Filed as: VBA Service code 10 4145 EMBASSY DR SE · GRAND RAPIDS, MI 49546 | Accounting | $13,000 |
Filed as: MATHESON FINANCIAL ADVISORS Service code 34 · EIN 20-0431875 | Valuation (appraisals, etc.) | $9,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,969 | $106,028-42.5% | $146,958-58.5% | $77,643-21.5% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 41.01% | 56.73%-15.7pp | 418.34%-377.3pp | 31.24%+9.8pp |
| Employer contribution / active EE | $3,811 | $4,063-6.2% | $4,933-22.7% | $2,726+39.8% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $127 | $337-62.3% | $12,998-99.0% | $430-70.4% |