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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $90,976 |
SAGEPOINT FINANCIAL INC1+ years Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 16 11101 SW SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $52,500 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $21,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,472 | $80,160-47.0% | $65,255-34.9% | $80,160-47.0% |
| Participation rate | 67.1% | 72.9%-5.8pp | 65.0%+2.2pp | 72.9%-5.8pp |
| Annual return | 225.07% | 40.38%+184.7pp | 47.35%+177.7pp | 40.38%+184.7pp |
| Employer contribution / active EE | $1,348 | $2,978-54.7% | $1,691-20.3% | $2,978-54.7% |
| Participant deferral / active EE | $4,461 | $5,017-11.1% | $2,831+57.6% | $5,017-11.1% |
| Admin fee / account holder | $74 | $145-49.1% | $4,112-98.2% | $145-49.1% |