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 INC4 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 14 P.O BOX 64012 · BALTIMORE, MD 21264 | Plan Administrator | $26,690 |
WILLIAMS KEEPERS LLC9 years Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,660 | $65,241-16.2% | $126,539-56.8% | $85,563-36.1% |
| Participation rate | 64.0% | 48.6%+15.4pp | 69.8%-5.8pp | 66.0%-1.9pp |
| Annual return | 13.16% | 42.19%-29.0pp | 425.95%-412.8pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,186 | $1,937-38.8% | $3,674-67.7% | $2,654-55.3% |
| Participant deferral / active EE | $2,207 | $3,032-27.2% | $4,083-45.9% | $4,375-49.6% |
| Admin fee / account holder | $119 | $1,031-88.5% | $6,065-98.0% | $834-85.8% |