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 4-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 37 · EIN 04-2647786 | Loan Processing | $77,366 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $21,862 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,631 | $53,136-1.0% | $155,509-66.2% | $199,593-73.6% |
| Participation rate | 58.4% | 64.1%-5.7pp | 78.2%-19.8pp | 72.0%-13.6pp |
| Annual return | 16.55% | 41.15%-24.6pp | 64.67%-48.1pp | 34.25%-17.7pp |
| Employer contribution / active EE | $631 | $1,851-65.9% | $4,672-86.5% | $3,034-79.2% |
| Participant deferral / active EE | $4,397 | $3,161+39.1% | $5,626-21.9% | $5,087-13.6% |
| Admin fee / account holder | $129 | $185-30.5% | $15,912-99.2% | $269-52.1% |