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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,465 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $24,140 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 · EIN 13-3575636 | Advisory (Plan) | $11,978 |
Participant contribution per participant 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 | $72,775 | $110,299-34.0% | $102,423-28.9% | $199,593-63.5% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.5%+18.1pp | 72.0%+22.6pp |
| Annual return | 14.14% | 35.73%-21.6pp | 29.32%-15.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $4,996 | $3,603+38.6% | $3,023+65.2% | $3,034+64.6% |
| Participant deferral / active EE | $2,729 | $6,376-57.2% | $5,053-46.0% | $5,087-46.3% |
| Admin fee / account holder | $67 | $122-45.2% | $9,451-99.3% | $269-75.1% |