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 |
|---|---|---|
RPG CONSULTANTS10+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $38,017 |
LT TRUST COMPANY8 years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities); Cu... | $13,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $90,010 | $101,724-11.5% | $164,813-45.4% | $80,856+11.3% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.6%+31.2pp |
| Annual return | 9.11% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,350 | $2,953-20.4% | $4,341-45.9% | $2,755-14.7% |
| Participant deferral / active EE | $4,339 | $4,477-3.1% | $6,031-28.1% | $4,296+1.0% |
| Admin fee / account holder | $346 | $8,227-95.8% | $12,690-97.3% | $6,918-95.0% |