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 10-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 |
|---|---|---|
THE ROSE FINANCIAL GROUP LLC7 years Service code 15 · EIN 35-2130755 | Recordkeeping | $3,652 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,305 | $61,272-68.5% | $149,673-87.1% | $71,457-73.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 9.43% | 35.85%-26.4pp | 134.42%-125.0pp | 28.85%-19.4pp |
| Employer contribution / active EE | $1,983 | $2,378-16.6% | $4,818-58.8% | $2,588-23.4% |
| Participant deferral / active EE | $1,338 | $2,917-54.1% | $5,680-76.4% | $4,289-68.8% |
| Admin fee / account holder | $67 | $1,261-94.7% | $13,210-99.5% | $1,587-95.8% |