Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MY GROUP LLC1 year Filed as: THE R.O.W. GROUP Service code 99 · EIN 62-1259536 | Other Fees | $31,166 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,423 | $63,114-45.5% | $92,909-62.9% | $65,185-47.2% |
| Participation rate | 91.9% | 68.8%+23.1pp | 76.0%+15.9pp | 70.2%+21.7pp |
| Annual return | 0.31% | 28.75%-28.4pp | 109.44%-109.1pp | 29.38%-29.1pp |
| Employer contribution / active EE | $2,063 | $2,571-19.8% | $3,653-43.5% | $2,177-5.2% |
| Participant deferral / active EE | $2,946 | $3,108-5.2% | $4,238-30.5% | $3,514-16.2% |
| Admin fee / account holder | $33 | $624-94.7% | $5,795-99.4% | $847-96.1% |