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 INC4 years Filed as: TROWEPRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $658 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BPC Service code 13 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Contract Administrator | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,875 | $56,485+7.8% | $185,823-67.2% | $86,799-29.9% |
| Participation rate | 68.8% | 65.5%+3.3pp | 81.7%-12.9pp | 72.3%-3.5pp |
| Annual return | 13.03% | 118.04%-105.0pp | 122.05%-109.0pp | 97.91%-84.9pp |
| Employer contribution / active EE | $331 | $1,843-82.0% | $5,167-93.6% | $2,405-86.2% |
| Participant deferral / active EE | $1,996 | $2,553-21.8% | $5,568-64.1% | $4,131-51.7% |
| Admin fee / account holder | $201 | $150+34.6% | $16,237-98.8% | $170+18.8% |