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 | $1,550 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MET WEST FUNDS3 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
T ROWE PRICE RPS INC3 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 | $77,206 | $101,317-23.8% | $146,958-47.5% | $74,495+3.6% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 17.06% | 8730.91%-8713.8pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $9,243 | $3,810+142.6% | $4,933+87.4% | $2,623+252.4% |
| Participant deferral / active EE | $9,183 | $7,303+25.7% | $8,070+13.8% | $4,346+111.3% |
| Admin fee / account holder | $6 | $1,739-99.6% | $12,998-100.0% | $1,942-99.7% |