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 |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,341 |
RPA FINANCIAL LLC1 year Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $33,332 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,168 | $84,993+22.6% | $129,995-19.9% | $80,160+30.0% |
| Participation rate | 41.9% | 79.5%-37.6pp | 78.5%-36.6pp | 72.9%-31.0pp |
| Annual return | 18.06% | 23.76%-5.7pp | -137.18%+155.2pp | 40.38%-22.3pp |
| Employer contribution / active EE | $975 | $3,051-68.0% | $4,320-77.4% | $2,978-67.3% |
| Participant deferral / active EE | $1,959 | $4,984-60.7% | $5,820-66.3% | $5,017-61.0% |
| Admin fee / account holder | $107 | $391-72.6% | $10,614-99.0% | $145-26.2% |