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 |
|---|---|---|
Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
OPPENHEIMER3 years Filed as: OPPENHEIMER FUNDS Service code 28 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 100 E. PRATT STREET · BALTIMORE, ME 21202 | Recordkeeping | $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.
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 | $19,989 | $66,302-69.9% | $110,238-81.9% | $56,287-64.5% |
| Participation rate | 15.6% | 74.9%-59.3pp | 79.8%-64.2pp | 69.9%-54.2pp |
| Annual return | -0.51% | -1.18%+0.7pp | 314.74%-315.2pp | -9.96%+9.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $363 | $3,381-89.3% | $4,672-92.2% | $3,350-89.2% |
| Admin fee / account holder | $1 | $698-99.9% | $8,547-100.0% | $521-99.8% |