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 Service code 15 · EIN 52-1309931 | Recordkeeping | $57,348 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $560 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,910 | $106,110-71.8% | $147,005-79.7% | $77,671-61.5% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 14.77% | 56.77%-42.0pp | 418.76%-404.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $2,273 | $4,065-44.1% | $4,934-53.9% | $2,726-16.6% |
| Participant deferral / active EE | $5,564 | $7,992-30.4% | $8,070-31.0% | $4,648+19.7% |
| Admin fee / account holder | $52 | $338-84.7% | $13,006-99.6% | $430-88.0% |