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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,968 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $47,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,999 | $88,770-6.5% | $109,143-24.0% | $93,030-10.8% |
| Participation rate | 29.9% | 81.5%-51.6pp | 75.9%-46.0pp | 73.9%-44.0pp |
| Annual return | 12.31% | 60.64%-48.3pp | 25.75%-13.4pp | 158.70%-146.4pp |
| Employer contribution / active EE | $383 | $3,780-89.9% | $3,722-89.7% | $2,706-85.9% |
| Participant deferral / active EE | $2,348 | $3,630-35.3% | $4,653-49.5% | $4,562-48.5% |
| Admin fee / account holder | $230 | $172+33.3% | $6,752-96.6% | $152+51.4% |