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 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,207 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $5,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,975 | $64,919-4.5% | $392,568-84.2% | $65,185-4.9% |
| Participation rate | 67.7% | 72.0%-4.3pp | 78.1%-10.3pp | 70.2%-2.5pp |
| Annual return | 22.68% | 26.09%-3.4pp | 24.42%-1.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,150 | $2,374-9.5% | $3,783-43.2% | $2,177-1.2% |
| Participant deferral / active EE | $4,176 | $3,668+13.8% | $5,985-30.2% | $3,514+18.8% |
| Admin fee / account holder | $173 | $634-72.7% | $6,260-97.2% | $847-79.6% |