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 |
|---|---|---|
Filed as: HARVEST INVESTMENT CONSULTANTS Service code 16 2345 YORK ROAD · TIMONIUM, MD 21093 | Consulting | $27,000 |
RSM US LLP4 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $22,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,485 |
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 | $84,347 | $72,066+17.0% | $81,930+3.0% | $90,288-6.6% |
| Participation rate | 42.9% | 78.9%-36.0pp | 72.0%-29.1pp | 73.4%-30.4pp |
| Annual return | 19.90% | 15.92%+4.0pp | 29.49%-9.6pp | 53.97%-34.1pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $4,310-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,761 | $3,557-50.5% | $7,107-75.2% | $4,232-58.4% |
| Admin fee / account holder | $52 | $92-43.7% | $5,158-99.0% | $114-54.3% |