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 Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $17,840 |
EATON VANCE3 years Filed as: EATON VANCE FUNDS Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON3 years Filed as: LEGG MASON FUNDS Service code 28 · EIN 52-1200960 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,694 | $84,487-55.4% | $125,339-69.9% | $66,914-43.7% |
| Participation rate | 64.0% | 76.4%-12.4pp | 82.4%-18.4pp | 69.8%-5.8pp |
| Annual return | -27.59% | -8.39%-19.2pp | 572.05%-599.6pp | 1.58%-29.2pp |
| Employer contribution / active EE | $441 | $3,553-87.6% | $4,814-90.8% | $2,544-82.7% |
| Participant deferral / active EE | $5,140 | $6,781-24.2% | $7,446-31.0% | $4,237+21.3% |
| Admin fee / account holder | $109 | $685-84.1% | $10,010-98.9% | $593-81.7% |