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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,503 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $7,500 |
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 | $78,076 | $73,823+5.8% | $379,746-79.4% | $73,488+6.2% |
| Participation rate | 65.8% | 73.1%-7.3pp | 78.4%-12.6pp | 70.7%-4.9pp |
| Annual return | 12.74% | 29.06%-16.3pp | 34.90%-22.2pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,107 | $2,472-14.8% | $3,540-40.5% | $2,270-7.2% |
| Participant deferral / active EE | $4,397 | $4,038+8.9% | $6,024-27.0% | $3,740+17.6% |
| Admin fee / account holder | $200 | $607-67.1% | $7,927-97.5% | $513-61.0% |