Filed February 3, 2025 (most recent of 2 filings on file)
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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $11,819 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $6,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,021 | $113,016+3.5% | $103,476+13.1% | $74,495+57.1% |
| Participation rate | 51.9% | 80.8%-28.9pp | 80.5%-28.6pp | 67.2%-15.3pp |
| Annual return | 14.88% | 23.24%-8.4pp | 23.90%-9.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $33 | $4,881-99.3% | $4,672-99.3% | $2,623-98.7% |
| Participant deferral / active EE | $4,068 | $7,279-44.1% | $6,623-38.6% | $4,346-6.4% |
| Admin fee / account holder | $164 | $1,709-90.4% | $9,413-98.3% | $1,942-91.5% |