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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $63,796 |
Filed as: MESIROW FINANCIAL Service code 50 1307 NEW HAMPSIRE AVE NW · WASHINGTON, DC 20036 | Direct Payment | $28,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,519 | $79,523+392.3% | $140,016+179.6% | $56,287+595.6% |
| Participation rate | 91.6% | 85.7%+5.9pp | 87.5%+4.1pp | 69.9%+21.7pp |
| Annual return | -5.73% | 2.39%-8.1pp | 651.12%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $23,722 | $3,350+608.1% | $5,606+323.2% | $2,111+1023.7% |
| Participant deferral / active EE | $12,576 | $5,129+145.2% | $6,927+81.5% | $3,350+275.4% |
| Admin fee / account holder | $502 | $614-18.3% | $10,705-95.3% | $521-3.7% |