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 10-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 |
|---|---|---|
RSM US LLP3 years Service code 16 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Consulting | $26,000 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 6 E 43RD STREET · NEW YORK, NY 10017 | Advisory (Plan) | $20,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,630 |
HPM PARTNERS2 years Service code 27 DEPT 781724 · DETROIT, MI 48278 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,831 | $65,708+4.8% | $76,817-10.4% | $77,787-11.5% |
| Participation rate | 45.7% | 79.0%-33.3pp | 72.1%-26.4pp | 73.2%-27.5pp |
| Annual return | 76.23% | 49.86%+26.4pp | 1166.11%-1089.9pp | 32.57%+43.7pp |
| Employer contribution / active EE | $0 | $2,167-100.0% | $2,302-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,624 | $3,254-50.1% | $3,336-51.3% | $3,967-59.1% |
| Admin fee / account holder | $55 | $91-40.0% | $6,420-99.2% | $100-45.5% |