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 8-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 |
|---|---|---|
RPG CONSULTANTS2+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVE. - SUITE 202 · VALLEY STREAM, NY 11581 | Recordkeeping | $32,826 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING WEALTH MANAGEMENT, LLC Service code 27 1470 E 35TH STREET · BROOKLYN, NY 11234 | Advisory (Plan) | $17,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,594 | $35,485-67.3% | $74,550-84.4% | $55,725-79.2% |
| Participation rate | 38.5% | 62.5%-24.0pp | 69.1%-30.6pp | 70.9%-32.3pp |
| Annual return | -6.11% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $394 | $777-49.4% | $1,961-79.9% | $2,078-81.1% |
| Participant deferral / active EE | $1,543 | $2,181-29.3% | $3,108-50.4% | $3,356-54.0% |
| Admin fee / account holder | $134 | $114+17.2% | $5,060-97.4% | $115+16.4% |