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 |
OPPENHEIMER4 years Filed as: OPPENHEIMER FUNDS Service code 28 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ 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 | $25,825 | $86,332-70.1% | $125,175-79.4% | $65,185-60.4% |
| Participation rate | 15.2% | 75.3%-60.1pp | 79.8%-64.6pp | 70.2%-55.0pp |
| Annual return | 25.65% | 27.43%-1.8pp | 43.79%-18.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $337 | $3,537-90.5% | $4,937-93.2% | $3,514-90.4% |
| Admin fee / account holder | $55 | $609-90.9% | $9,702-99.4% | $847-93.5% |