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 INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $31,048 |
INVESCO1+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 28 · EIN 13-5657518 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,522 | $56,199-3.0% | $67,652-19.4% | $59,632-8.6% |
| Participation rate | 91.9% | 71.5%+20.4pp | 75.7%+16.2pp | 68.7%+23.2pp |
| Annual return | -0.51% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $960 | $1,614-40.6% | $2,266-57.6% | $2,203-56.4% |
| Participant deferral / active EE | $3,635 | $2,844+27.8% | $3,560+2.1% | $3,192+13.9% |
| Admin fee / account holder | $300 | $3,958-92.4% | $4,821-93.8% | $4,297-93.0% |