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 CONSULTANTS3+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $14,952 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $7,676 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,663 | $71,192-37.3% | $117,854-62.1% | $62,292-28.3% |
| Participation rate | 93.9% | 74.2%+19.6pp | 79.7%+14.2pp | 69.5%+24.3pp |
| Annual return | 16.36% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,837 | $1,934-5.0% | $3,786-51.5% | $2,042-10.0% |
| Participant deferral / active EE | $3,132 | $3,189-1.8% | $4,482-30.1% | $3,169-1.2% |
| Admin fee / account holder | $123 | $587-79.0% | $8,020-98.5% | $479-74.3% |