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 INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,296 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,341 | $57,108-1.3% | $94,224-40.2% | $52,331+7.7% |
| Participation rate | 61.9% | 72.9%-11.0pp | 78.8%-16.9pp | 68.1%-6.2pp |
| Annual return | 3.71% | 1.47%+2.2pp | 10.68%-7.0pp | 4.54%-0.8pp |
| Employer contribution / active EE | $985 | $1,735-43.3% | $3,587-72.5% | $1,882-47.7% |
| Participant deferral / active EE | $2,599 | $3,040-14.5% | $4,320-39.9% | $3,022-14.0% |
| Admin fee / account holder | $14 | $546-97.4% | $6,269-99.8% | $592-97.6% |