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 RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $14,722 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $10,540 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,072 | $40,385-75.1% | $80,569-87.5% | $74,419-86.5% |
| Participation rate | 95.4% | 47.4%+48.0pp | 67.0%+28.4pp | 70.7%+24.7pp |
| Annual return | 22.10% | 164.85%-142.7pp | 935.43%-913.3pp | 34.38%-12.3pp |
| Employer contribution / active EE | $462 | $1,496-69.2% | $2,723-83.1% | $2,637-82.5% |
| Participant deferral / active EE | $1,280 | $2,674-52.1% | $4,447-71.2% | $4,528-71.7% |
| Admin fee / account holder | $26 | $720-96.4% | $5,377-99.5% | $348-92.6% |