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 7-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 | $19,113 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL FUND Service code 28 · EIN 20-8293094 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
THE HARTFORD2 years Filed as: HARTFORD FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
Filed as: IVY INVESTMENTS Service code 28 · EIN 03-0481447 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,987 | $100,923-52.5% | $150,045-68.0% | $74,304-35.4% |
| Participation rate | 68.5% | 70.1%-1.6pp | 82.3%-13.9pp | 60.3%+8.1pp |
| Annual return | 32.55% | 51.77%-19.2pp | 62.55%-30.0pp | 29.43%+3.1pp |
| Employer contribution / active EE | $2,652 | $3,463-23.4% | $4,693-43.5% | $2,241+18.3% |
| Participant deferral / active EE | $5,364 | $6,709-20.0% | $7,997-32.9% | $3,767+42.4% |
| Admin fee / account holder | $177 | $2,767-93.6% | $13,435-98.7% | $2,969-94.0% |