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 |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,633 |
RSM US LLP6 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $21,000 |
Filed as: HARVEST INVESTMENT SERVICES LLC Service code 16 1 TRANS AM PLAZA DR · OAKBROOK TERRACE, IL 60181 | Consulting | $20,250 |
CERITY PARTNERS4 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 16 6 E 43RD STREET · NEW YORK, NY 10017 | Consulting | $6,750 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,623 | $61,756+14.4% | $70,092+0.8% | $77,904-9.3% |
| Participation rate | 34.2% | 79.9%-45.7pp | 70.5%-36.3pp | 73.7%-39.5pp |
| Annual return | -20.88% | -11.86%-9.0pp | 190.73%-211.6pp | 12.21%-33.1pp |
| Employer contribution / active EE | $0 | $2,706-100.0% | $2,559-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,687 | $3,977-57.6% | $3,849-56.2% | $4,806-64.9% |
| Admin fee / account holder | $66 | $101-34.8% | $6,267-98.9% | $133-50.2% |