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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $115,675 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GREAT GRAY TRUST COMPANY, LLC1+ years Filed as: GREAT GRAY TRUST COMPANY Service code 28 · EIN 92-1941236 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,957 | $62,327+169.5% | $120,354+39.6% | $74,495+125.5% |
| Participation rate | 51.0% | 56.8%-5.8pp | 71.9%-20.9pp | 67.2%-16.2pp |
| Annual return | 13.28% | 18.61%-5.3pp | 107.15%-93.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,682 | $1,843-8.8% | $3,463-51.4% | $2,623-35.9% |
| Participant deferral / active EE | $5,430 | $2,893+87.7% | $4,991+8.8% | $4,346+25.0% |
| Admin fee / account holder | $393 | $2,396-83.6% | $9,423-95.8% | $1,942-79.8% |