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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $46,775 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS6+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA6+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED6+ 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 |
IVY FUNDS1 year Service code 28 · EIN 04-6006759 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,312 | $56,114+404.9% | $96,139+194.7% | $85,850+230.0% |
| Participation rate | 73.1% | 56.7%+16.4pp | 68.4%+4.6pp | 69.3%+3.8pp |
| Annual return | 12.83% | 42.30%-29.5pp | 191.94%-179.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,518 | $1,620-6.3% | $2,797-45.7% | $2,565-40.8% |
| Participant deferral / active EE | $8,911 | $2,859+211.7% | $4,349+104.9% | $3,952+125.5% |
| Admin fee / account holder | $557 | $3,768-85.2% | $5,537-89.9% | $6,260-91.1% |