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 |
|---|---|---|
HARVEST FUND ADVISORS LLC2 years Filed as: HARVEST INVESTMENT CONSULTANTS Service code 16 2345 YORK ROAD · TIMONIUM, MD 21093 | Consulting | $27,000 |
RSM US LLP5 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $21,000 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,273 | $77,197+18.2% | $86,874+5.1% | $93,030-1.9% |
| Participation rate | 38.8% | 78.2%-39.4pp | 71.6%-32.9pp | 73.9%-35.1pp |
| Annual return | 13.57% | 16.31%-2.7pp | 63.52%-50.0pp | 158.70%-145.1pp |
| Employer contribution / active EE | $0 | $2,514-100.0% | $2,495-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,884 | $3,831-50.8% | $3,699-49.1% | $4,562-58.7% |
| Admin fee / account holder | $50 | $105-52.4% | $5,828-99.1% | $152-67.1% |