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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,317 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD SUITE 350 · CLEVELAND, OH 44145 | Consulting | $53,762 |
GBQ PARTNERS2+ years Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $10,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,134 | $80,211-67.4% | $74,183-64.8% | $63,975-59.1% |
| Participation rate | 95.8% | 84.2%+11.6pp | 76.6%+19.2pp | 71.1%+24.7pp |
| Annual return | 7.29% | 14.13%-6.8pp | 17.74%-10.4pp | 48.65%-41.4pp |
| Employer contribution / active EE | $889 | $2,553-65.2% | $2,370-62.5% | $2,182-59.3% |
| Participant deferral / active EE | $2,277 | $4,370-47.9% | $3,550-35.9% | $3,356-32.2% |
| Admin fee / account holder | $34 | $67-48.7% | $5,586-99.4% | $70-51.0% |