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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,318 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS5+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA5+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DOUBLELINEFUNDS2 years Service code 28 333 S. GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $0 |
FEDERATED5+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,204 | $52,279+395.8% | $89,391+190.0% | $79,858+224.6% |
| Participation rate | 77.5% | 57.5%+20.0pp | 68.0%+9.5pp | 69.6%+7.9pp |
| Annual return | 10.10% | 22.16%-12.1pp | 245.62%-235.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,472 | $1,572-6.3% | $2,586-43.1% | $2,471-40.4% |
| Participant deferral / active EE | $8,201 | $2,740+199.3% | $3,890+110.8% | $3,740+119.3% |
| Admin fee / account holder | $504 | $3,356-85.0% | $4,881-89.7% | $5,306-90.5% |