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 6-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 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $10,936 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 711 HIGH STREET · DES MOINES, IA 503920001 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE Service code 28 MADISON AVENUE · NEW YORK, NY 10010 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED HERME Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: INTL LEADERS R6 Service code 28 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
BLACKROCK1 year Filed as: ISHARES Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT1 year Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,155 | $80,724-83.7% | $103,333-87.3% | $74,495-82.3% |
| Participation rate | 91.1% | 65.7%+25.4pp | 74.5%+16.6pp | 67.2%+23.9pp |
| Annual return | 14.94% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,359 | $3,157-57.0% | $3,868-64.9% | $2,623-48.2% |
| Participant deferral / active EE | $2,612 | $3,860-32.3% | $5,057-48.3% | $4,346-39.9% |
| Admin fee / account holder | $54 | $2,368-97.7% | $8,355-99.3% | $1,942-97.2% |