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 7-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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,296 |
CLARK, SCHAEFER, HACKETT & CO.5+ years Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $10,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,964 | $95,388+13.2% | $125,339-13.9% | $77,904+38.6% |
| Participation rate | 94.2% | 78.6%+15.6pp | 82.4%+11.8pp | 73.7%+20.5pp |
| Annual return | -21.71% | 116.19%-137.9pp | 572.05%-593.8pp | 12.21%-33.9pp |
| Employer contribution / active EE | $7,666 | $3,666+109.1% | $4,814+59.3% | $2,848+169.2% |
| Participant deferral / active EE | $9,073 | $7,711+17.7% | $7,446+21.8% | $4,806+88.8% |
| Admin fee / account holder | $8 | $119-93.1% | $10,010-99.9% | $133-93.8% |