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 6-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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 100 E. PRATT STREET · BALTIMORE, ME 21202 | Recordkeeping | $200 |
Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $0 |
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.
Annual investment return 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.
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 | $18,392 | $63,924-71.2% | $108,579-83.1% | $55,167-66.7% |
| Participation rate | 16.4% | 74.3%-58.0pp | 79.6%-63.2pp | 69.0%-52.6pp |
| Annual return | -2.18% | 15.31%-17.5pp | -51.70%+49.5pp | 169.23%-171.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $527 | $3,067-82.8% | $4,311-87.8% | $3,054-82.8% |
| Admin fee / account holder | $4 | $618-99.4% | $7,645-99.9% | $504-99.2% |