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 3-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 FINANCIAL, LLC Service code 16 · EIN 82-4926179 | Consulting | $7,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,162 | $119,446-71.4% | $150,045-77.2% | $85,563-60.1% |
| Participation rate | 87.9% | 75.4%+12.5pp | 82.3%+5.6pp | 66.0%+21.9pp |
| Annual return | 38.12% | 23.72%+14.4pp | 62.55%-24.4pp | 31.51%+6.6pp |
| Employer contribution / active EE | $1,312 | $4,078-67.8% | $4,693-72.1% | $2,654-50.6% |
| Participant deferral / active EE | $6,615 | $7,985-17.2% | $7,997-17.3% | $4,375+51.2% |
| Admin fee / account holder | $30 | $548-94.6% | $13,435-99.8% | $834-96.4% |