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 |
|---|---|---|
MERCER4+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $61,817 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,790 |
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 | $131,510 | $65,223+101.6% | $80,019+64.3% | $55,725+136.0% |
| Participation rate | 70.6% | 80.6%-9.9pp | 75.8%-5.2pp | 70.9%-0.2pp |
| Annual return | -3.35% | 7.59%-10.9pp | 11.22%-14.6pp | 244.93%-248.3pp |
| Employer contribution / active EE | $3,999 | $2,544+57.2% | $2,468+62.1% | $2,078+92.5% |
| Participant deferral / active EE | $6,113 | $3,881+57.5% | $3,686+65.9% | $3,356+82.2% |
| Admin fee / account holder | $83 | $114-26.9% | $6,521-98.7% | $115-27.6% |