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 3-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 |
|---|---|---|
GRP FINANCIAL1+ years Service code 16 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Consulting | $40,047 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,500 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,019 | $84,000+8.4% | $119,609-23.9% | $77,904+16.8% |
| Participation rate | 45.2% | 77.8%-32.6pp | 79.3%-34.1pp | 73.7%-28.5pp |
| Annual return | 0.00% | -11.59%+11.6pp | -14.97%+15.0pp | 12.21%-12.2pp |
| Employer contribution / active EE | $839 | $2,907-71.1% | $4,232-80.2% | $2,848-70.5% |
| Participant deferral / active EE | $1,617 | $4,705-65.6% | $5,602-71.1% | $4,806-66.4% |
| Admin fee / account holder | $99 | $116-14.6% | $10,323-99.0% | $133-25.4% |