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 |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $41,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,152 |
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.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,164 | $44,642+110.9% | $91,220+3.2% | $66,914+40.7% |
| Participation rate | 50.2% | 64.9%-14.7pp | 73.2%-23.0pp | 69.8%-19.6pp |
| Annual return | -15.74% | -12.29%-3.4pp | 114.01%-129.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $834 | $1,706-51.2% | $2,850-70.8% | $2,544-67.2% |
| Participant deferral / active EE | $3,710 | $3,349+10.8% | $4,234-12.4% | $4,237-12.4% |
| Admin fee / account holder | $301 | $521-42.3% | $5,420-94.4% | $593-49.2% |