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 | $29,225 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $2,635 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,461 | $34,677-69.8% | $77,024-86.4% | $64,808-83.9% |
| Participation rate | 78.8% | 49.8%+28.9pp | 67.9%+10.9pp | 71.5%+7.3pp |
| Annual return | -19.45% | -5.33%-14.1pp | 42.32%-61.8pp | 32.82%-52.3pp |
| Employer contribution / active EE | $700 | $1,370-48.9% | $2,812-75.1% | $2,506-72.1% |
| Participant deferral / active EE | $1,278 | $2,556-50.0% | $4,426-71.1% | $4,310-70.3% |
| Admin fee / account holder | $42 | $179-76.2% | $5,425-99.2% | $188-77.4% |