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 |
|---|---|---|
MERCER3+ years Service code 26 PO BOX 13793 · DALLAS, TX 75373 | Advisory (Participants) | $30,382 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,310 |
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 | $154,495 | $75,284+105.2% | $91,001+69.8% | $69,631+121.9% |
| Participation rate | 79.6% | 80.4%-0.8pp | 75.6%+4.0pp | 70.7%+8.9pp |
| Annual return | 18.02% | 48.40%-30.4pp | 4.60%+13.4pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $4,986 | $2,473+101.6% | $2,456+103.0% | $2,032+145.4% |
| Participant deferral / active EE | $7,808 | $3,700+111.0% | $3,547+120.1% | $3,224+142.2% |
| Admin fee / account holder | $48 | $111-56.5% | $5,417-99.1% | $110-56.4% |