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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $126,930 |
COMPASS 360, LLC1 year Filed as: COMPASS FINANCIAL PARTNERS LLC Service code 16 3903 NORTH ELM STREET · GREENSBOROUGH, NC 27455 | Consulting | $21,600 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $11,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,708-100.0% | $76,817-100.0% | $77,787-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 72.1%-72.1pp | 73.2%-73.2pp |
| Annual return | -86.88% | 49.86%-136.7pp | 1166.11%-1253.0pp | 32.57%-119.5pp |
| Employer contribution / active EE | $1,043 | $2,167-51.9% | $2,302-54.7% | $2,504-58.4% |
| Participant deferral / active EE | $2,189 | $3,254-32.7% | $3,336-34.4% | $3,967-44.8% |
| Admin fee / account holder | $0 | $91-100.0% | $6,420-100.0% | $100-100.0% |