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 99 20 GLOVER AVE · NORWALK, CT 06820 | Other Fees | $31,428 |
WITHUMSMITH+BROWN, PC1 year Service code 27 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Advisory (Plan) | $17,160 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 99 200 W ST · NEW YORK, NY 10282 | Other Fees | $10,974 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,364 |
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 | $203,405 | $126,574+60.7% | $106,213+91.5% | $145,922+39.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.31% | 224.79%-209.5pp | 116.14%-100.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $10,857 | $3,730+191.0% | $3,171+242.3% | $4,660+133.0% |
| Participant deferral / active EE | $21,911 | $5,724+282.8% | $5,016+336.8% | $6,688+227.6% |
| Admin fee / account holder | $750 | $17,304-95.7% | $11,033-93.2% | $13,397-94.4% |