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 | $106,028-71.8% | $146,958-79.6% | $77,643-61.5% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 14.77% | 56.73%-42.0pp | 418.34%-403.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,273 | $4,063-44.1% | $4,933-53.9% | $2,726-16.6% |
| Participant deferral / active EE | $5,564 | $7,990-30.4% | $8,070-31.0% | $4,647+19.7% |
| Admin fee / account holder | $52 | $337-84.7% | $12,998-99.6% | $430-88.0% |