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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,600 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $27,675 |
THE LAMPO GROUP, INC.1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $11,997 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,129 | $81,908+40.6% | $90,749+26.9% | $64,808+77.6% |
| Participation rate | 87.2% | 80.5%+6.7pp | 75.7%+11.5pp | 71.5%+15.7pp |
| Annual return | -17.98% | -12.53%-5.4pp | -12.16%-5.8pp | 32.82%-50.8pp |
| Employer contribution / active EE | $4,853 | $3,065+58.3% | $2,921+66.1% | $2,506+93.7% |
| Participant deferral / active EE | $8,471 | $4,840+75.0% | $4,564+85.6% | $4,310+96.5% |
| Admin fee / account holder | $58 | $157-63.3% | $8,445-99.3% | $188-69.3% |