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 INC1 year Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $16,915 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,815 | $61,272-79.1% | $149,673-91.4% | $71,457-82.1% |
| Participation rate | 89.5% | 62.5%+27.0pp | 78.8%+10.7pp | 67.9%+21.6pp |
| Annual return | 22.69% | 35.85%-13.2pp | 134.42%-111.7pp | 28.85%-6.2pp |
| Employer contribution / active EE | $384 | $2,378-83.8% | $4,818-92.0% | $2,588-85.1% |
| Participant deferral / active EE | $2,853 | $2,917-2.2% | $5,680-49.8% | $4,289-33.5% |
| Admin fee / account holder | $62 | $1,261-95.1% | $13,210-99.5% | $1,587-96.1% |