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 |
|---|---|---|
RPA FINANCIAL LLC2 years Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $36,912 |
T ROWE PRICE RPS INC3+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $36,449 |
CHARLES SCHWAB & CO., INC.3+ 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.
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 | $114,933 | $2,679,533-95.7% | $164,813-30.3% | $199,593-42.4% |
| Participation rate | 48.8% | 78.3%-29.5pp | 78.6%-29.8pp | 72.0%-23.2pp |
| Annual return | 14.20% | 17.93%-3.7pp | 69.93%-55.7pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,139 | $2,970-61.6% | $4,341-73.8% | $3,034-62.5% |
| Participant deferral / active EE | $2,304 | $5,010-54.0% | $6,031-61.8% | $5,087-54.7% |
| Admin fee / account holder | $115 | $1,982-94.2% | $12,690-99.1% | $269-57.1% |