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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $13,398 |
INVESCO3+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
OPPENHEIMER3+ years Service code 28 · EIN 13-5657518 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,502 | $83,681-13.4% | $82,313-11.9% | - |
| Participation rate | 90.9% | 75.1%+15.8pp | 76.9%+14.0pp | - |
| Annual return | 16.70% | 13.76%+2.9pp | 25.88%-9.2pp | - |
| Employer contribution / active EE | $855 | $1,471-41.9% | $2,428-64.8% | - |
| Participant deferral / active EE | $3,731 | $2,851+30.9% | $3,706+0.7% | - |
| Admin fee / account holder | $134 | $3,032-95.6% | $5,608-97.6% | - |