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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $214,455 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,810 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $124,104 | $120,450+3.0% | $159,436-22.2% | $93,030+33.4% |
| Participation rate | 84.6% | 78.0%+6.6pp | 82.8%+1.8pp | 73.9%+10.7pp |
| Annual return | 30.42% | 27.11%+3.3pp | 263.57%-233.2pp | 158.70%-128.3pp |
| Employer contribution / active EE | $1,855 | $3,526-47.4% | $4,829-61.6% | $2,706-31.5% |
| Participant deferral / active EE | $6,573 | $7,283-9.8% | $7,352-10.6% | $4,562+44.1% |
| Admin fee / account holder | $158 | $137+15.3% | $10,799-98.5% | $152+3.9% |