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 20 GLOVER AVE · NORWALK, CT 06820 | Advisory (Plan) | $41,898 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $22,637 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH+BROWN, PC Service code 27 · EIN 22-2027092 | Advisory (Plan) | $17,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,578 | $118,450+48.2% | $98,439+78.4% | $139,434+25.9% |
| Participation rate | 86.7% | 77.4%+9.2pp | 75.2%+11.5pp | 80.3%+6.3pp |
| Annual return | 14.20% | 18.94%-4.7pp | 21.16%-7.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $7,869 | $3,609+118.0% | $3,048+158.2% | $4,751+65.6% |
| Participant deferral / active EE | $16,894 | $5,392+213.3% | $4,738+256.6% | $6,710+151.8% |
| Admin fee / account holder | $816 | $14,026-94.2% | $8,948-90.9% | $11,403-92.8% |