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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $190,755 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $127,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,106 | $45,000+60.2% | $143,757-49.8% | $77,904-7.4% |
| Participation rate | 65.1% | 66.8%-1.7pp | 80.3%-15.2pp | 73.7%-8.5pp |
| Annual return | -15.43% | 29.03%-44.5pp | -0.04%-15.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,810 | $1,870-3.2% | $4,951-63.4% | $2,848-36.4% |
| Participant deferral / active EE | $4,651 | $3,157+47.3% | $5,637-17.5% | $4,806-3.2% |
| Admin fee / account holder | $95 | $98-3.1% | $14,673-99.4% | $133-28.1% |