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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,202 |
SMARTDOLLAR2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $9,262 |
Service code 27 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $8,925 |
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 | $112,232 | $105,190+6.7% | $98,907+13.5% | $90,288+24.3% |
| Participation rate | 85.3% | 86.4%-1.0pp | 76.0%+9.3pp | 73.4%+12.0pp |
| Annual return | 17.76% | 18.52%-0.8pp | 196.43%-178.7pp | 53.97%-36.2pp |
| Employer contribution / active EE | $5,146 | $3,831+34.4% | $2,689+91.4% | $2,524+103.9% |
| Participant deferral / active EE | $8,877 | $5,616+58.1% | $4,244+109.1% | $4,232+109.7% |
| Admin fee / account holder | $22 | $97-77.9% | $6,642-99.7% | $114-81.1% |