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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,090 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MET WEST FUNDS2 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,200 | $91,407-28.7% | $135,903-52.0% | $71,457-8.8% |
| Participation rate | 93.5% | 75.7%+17.8pp | 81.9%+11.6pp | 67.9%+25.6pp |
| Annual return | 24.57% | 29.90%-5.3pp | 68.23%-43.7pp | 28.85%-4.3pp |
| Employer contribution / active EE | $14,052 | $3,703+279.4% | $4,856+189.4% | $2,588+443.0% |
| Participant deferral / active EE | $8,270 | $7,092+16.6% | $7,758+6.6% | $4,289+92.8% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |