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+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,900 |
NEUBERGER BERMAN1+ years Service code 28 | Investment Management | $0 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERNAM Service code 28 · EIN 13-5521910 | Investment Management | $0 |
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,261 | $54,320+14.6% | $67,652-8.0% | $52,331+19.0% |
| Participation rate | 46.8% | 73.6%-26.8pp | 75.7%-28.9pp | 68.1%-21.3pp |
| Annual return | 4.20% | 6.81%-2.6pp | 6625.04%-6620.8pp | 4.54%-0.3pp |
| Employer contribution / active EE | $610 | $1,544-60.5% | $2,266-73.1% | $1,882-67.6% |
| Participant deferral / active EE | $1,743 | $2,950-40.9% | $3,560-51.0% | $3,022-42.3% |
| Admin fee / account holder | $14 | $527-97.3% | $4,821-99.7% | $592-97.6% |