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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,713 |
COLUMBIA3 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 | $47,584 | $101,317-53.0% | $146,958-67.6% | $74,495-36.1% |
| Participation rate | 79.2% | 75.5%+3.7pp | 82.2%-2.9pp | 67.2%+12.0pp |
| Annual return | 15.16% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $667 | $3,810-82.5% | $4,933-86.5% | $2,623-74.6% |
| Participant deferral / active EE | $6,854 | $7,303-6.2% | $8,070-15.1% | $4,346+57.7% |
| Admin fee / account holder | $26 | $1,739-98.5% | $12,998-99.8% | $1,942-98.7% |