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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $900 |
INVESCO2+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
OPPENHEIMER2+ years Service code 28 · EIN 13-5657518 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,874 | $60,349+10.8% | $74,183-9.9% | $62,891+6.3% |
| Participation rate | 92.9% | 72.7%+20.2pp | 76.6%+16.3pp | 69.3%+23.6pp |
| Annual return | 7.38% | 21.37%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $626 | $1,680-62.7% | $2,370-73.6% | $2,281-72.6% |
| Participant deferral / active EE | $3,386 | $2,856+18.6% | $3,550-4.6% | $3,203+5.7% |
| Admin fee / account holder | $9 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |