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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-4926179 | Advisory (Plan) | $35,569 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $138,807-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 10.0%-10.0pp | 2.1%-2.1pp |
| Annual return | 6.47% | 9.14%-2.7pp | 8.39%-1.9pp | 9.14%-2.7pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $20,497-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $16-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |