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 | $1,250 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 15 | Recordkeeping | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 15 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,930 | $71,192-31.3% | $117,854-58.5% | $62,292-21.5% |
| Participation rate | 83.7% | 74.2%+9.5pp | 79.7%+4.1pp | 69.5%+14.2pp |
| Annual return | 18.97% | 18.66%+0.3pp | 335.08%-316.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,284 | $1,934-33.6% | $3,786-66.1% | $2,042-37.1% |
| Participant deferral / active EE | $3,457 | $3,189+8.4% | $4,482-22.9% | $3,169+9.1% |
| Admin fee / account holder | $9 | $587-98.5% | $8,020-99.9% | $479-98.2% |