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 INC3+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,855 |
NEUBERGER BERMAN3+ years Service code 28 | Investment Management | $0 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERNAM Service code 28 · EIN 13-5521910 | Investment Management | $0 |
PIMCO FUNDS3+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,074 | $69,305-4.7% | $82,313-19.7% | $69,631-5.1% |
| Participation rate | 49.4% | 80.3%-30.8pp | 76.9%-27.5pp | 70.7%-21.3pp |
| Annual return | 12.80% | 21.47%-8.7pp | 25.88%-13.1pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $632 | $1,887-66.5% | $2,428-74.0% | $2,032-68.9% |
| Participant deferral / active EE | $1,874 | $3,568-47.5% | $3,706-49.4% | $3,224-41.9% |
| Admin fee / account holder | $77 | $97-20.5% | $5,608-98.6% | $110-30.1% |