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 9-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: ROCKEFELLER CAPITAL MANAGEMENT Service code 51 · EIN 82-3091545 | Investment Mgmt Fees | $110,767 |
RETIREMENT STRATEGIES, INC.4+ years Service code 13 · EIN 58-2380163 | Contract Administrator | $42,378 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,094 | $74,347+33.3% | $93,606+5.9% | $67,579+46.6% |
| Participation rate | 56.5% | 80.6%-24.1pp | 75.8%-19.3pp | 71.3%-14.7pp |
| Annual return | 10.95% | 28.07%-17.1pp | 32.76%-21.8pp | 378.56%-367.6pp |
| Employer contribution / active EE | $714 | $2,583-72.4% | $2,718-73.7% | $2,148-66.8% |
| Participant deferral / active EE | $3,275 | $4,060-19.3% | $4,069-19.5% | $3,539-7.5% |
| Admin fee / account holder | $719 | $123+486.1% | $7,888-90.9% | $142+405.3% |