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 9-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 INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $416,426 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $105,000 |
FORVIS MAZARS, LLP2 years Service code 10 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Accounting | $21,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,664 | $121,719-64.9% | $154,803-72.4% | $140,769-69.7% |
| Participation rate | 34.7% | 76.3%-41.6pp | 78.1%-43.4pp | 74.2%-39.5pp |
| Annual return | 19.82% | 19.22%+0.6pp | 58.88%-39.1pp | 16.82%+3.0pp |
| Employer contribution / active EE | $757 | $2,466-69.3% | $4,305-82.4% | $3,906-80.6% |
| Participant deferral / active EE | $2,148 | $5,384-60.1% | $5,540-61.2% | $6,717-68.0% |
| Admin fee / account holder | $81 | $71+14.0% | $14,329-99.4% | $229-64.8% |