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 INC2 years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $44,035 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 711 HIGH STREET · DES MOINES, IA 50932 | Securities Custodian | $38,345 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,541 | $129,021+108.1% | $184,203+45.8% | $77,643+245.9% |
| Participation rate | 97.8% | 87.3%+10.5pp | 86.8%+11.0pp | 70.6%+27.2pp |
| Annual return | 11.94% | 33.27%-21.3pp | 28.81%-16.9pp | 31.24%-19.3pp |
| Employer contribution / active EE | $22,667 | $4,413+413.7% | $6,427+252.7% | $2,726+731.6% |
| Participant deferral / active EE | $9,432 | $7,297+29.3% | $9,131+3.3% | $4,647+103.0% |
| Admin fee / account holder | $149 | $254-41.3% | $13,901-98.9% | $430-65.4% |