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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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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLESTONE RETIREMENT SERVICES INC Service code 49 1101 WOOTTON PKWY STE 400 · ROCKVILLE, MD 20852 | Other Services | $0 |
Service code 49 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,716 | $82,664-68.9% | $125,339-79.5% | $68,494-62.5% |
| Participation rate | 70.9% | 75.0%-4.2pp | 82.4%-11.5pp | 67.9%+3.0pp |
| Annual return | -23.47% | -5.97%-17.5pp | 572.05%-595.5pp | -7.84%-15.6pp |
| Employer contribution / active EE | $2,077 | $3,381-38.6% | $4,814-56.8% | $2,596-20.0% |
| Participant deferral / active EE | $4,380 | $6,110-28.3% | $7,446-41.2% | $4,027+8.8% |
| Admin fee / account holder | $139 | $6,275-97.8% | $10,010-98.6% | $5,403-97.4% |