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 | $1,200 |
Filed as: FIDELITY Service code 28 · EIN 34-2718215 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: TRP Service code 15 | Recordkeeping | $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).
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 | $60,388 | $60,165+0.4% | $74,183-18.6% | $55,167+9.5% |
| Participation rate | 60.2% | 74.2%-13.9pp | 76.6%-16.4pp | 69.0%-8.7pp |
| Annual return | 9.08% | 10.00%-0.9pp | 17.74%-8.7pp | 169.23%-160.1pp |
| Employer contribution / active EE | $804 | $1,600-49.7% | $2,370-66.1% | $1,963-59.0% |
| Participant deferral / active EE | $2,618 | $2,973-11.9% | $3,550-26.2% | $3,054-14.3% |
| Admin fee / account holder | $8 | $419-98.1% | $5,586-99.9% | $504-98.4% |