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 INC5+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,900 |
GENESIS ASSET MANAGERS LLP2 years Filed as: NB GENESIS TR Service code 28 | Investment Management | $0 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERNAM Service code 28 · EIN 13-5521910 | Investment Management | $0 |
PIMCO FUNDS5+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PIMCO FUNDS2 years Filed as: PIMCO TOTAL RETURN ADMIN Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ 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 | $62,117 | $73,404-15.4% | $87,100-28.7% | $67,579-8.1% |
| Participation rate | 50.8% | 80.9%-30.1pp | 76.9%-26.1pp | 71.3%-20.5pp |
| Annual return | 15.75% | 48.29%-32.5pp | 28.19%-12.4pp | 378.56%-362.8pp |
| Employer contribution / active EE | $712 | $2,014-64.6% | $2,521-71.7% | $2,148-66.8% |
| Participant deferral / active EE | $2,335 | $3,913-40.3% | $4,049-42.3% | $3,539-34.0% |
| Admin fee / account holder | $82 | $142-42.1% | $7,497-98.9% | $142-42.4% |