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 INC9 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,874 |
THOMPSON HINE2 years Service code 29 1919 M STREET NW · WASHINGTON, DC 20036 | Legal | $3,494 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $1,778 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,471 | $54,193-78.8% | $93,606-87.7% | $77,643-85.2% |
| Participation rate | 67.8% | 63.9%+3.9pp | 68.7%-0.9pp | 70.6%-2.8pp |
| Annual return | 10.14% | 30.54%-20.4pp | 133.20%-123.1pp | 31.24%-21.1pp |
| Employer contribution / active EE | $247 | $1,168-78.8% | $2,420-89.8% | $2,726-90.9% |
| Participant deferral / active EE | $1,278 | $3,144-59.3% | $4,411-71.0% | $4,647-72.5% |
| Admin fee / account holder | $80 | $576-86.1% | $8,285-99.0% | $430-81.4% |