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 Service code 13 · EIN 52-1309931 | Contract Administrator | $36,995 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $10,957 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $3,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,947 | $66,098+67.9% | $101,794+9.0% | $74,304+49.3% |
| Participation rate | 91.1% | 53.8%+37.3pp | 69.2%+21.9pp | 60.3%+30.7pp |
| Annual return | 17.55% | 19.59%-2.0pp | 30.53%-13.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,185 | $1,082+9.6% | $2,289-48.2% | $2,241-47.1% |
| Participant deferral / active EE | $9,523 | $2,781+242.4% | $4,084+133.2% | $3,767+152.8% |
| Admin fee / account holder | $630 | $4,146-84.8% | $8,777-92.8% | $2,969-78.8% |