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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,250 |
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,257 | $91,407-62.5% | $135,903-74.8% | $71,457-52.1% |
| Participation rate | 71.9% | 75.7%-3.7pp | 81.9%-10.0pp | 67.9%+4.0pp |
| Annual return | 18.68% | 29.90%-11.2pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $672 | $3,703-81.9% | $4,856-86.2% | $2,588-74.0% |
| Participant deferral / active EE | $5,256 | $7,092-25.9% | $7,758-32.3% | $4,289+22.5% |
| Admin fee / account holder | $38 | $1,266-97.0% | $10,762-99.6% | $1,587-97.6% |