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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,198 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,991 | $69,848+11.7% | $115,756-32.6% | $66,914+16.6% |
| Participation rate | 57.0% | 70.6%-13.6pp | 77.1%-20.0pp | 69.8%-12.8pp |
| Annual return | -14.88% | 969.66%-984.5pp | 143.14%-158.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,891 | $2,613-27.6% | $3,793-50.1% | $2,544-25.7% |
| Participant deferral / active EE | $4,124 | $4,274-3.5% | $6,254-34.1% | $4,237-2.7% |
| Admin fee / account holder | $184 | $337-45.4% | $8,124-97.7% | $593-69.0% |