See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,327 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,170 | $80,138+8.8% | $130,231-33.1% | $71,457+22.0% |
| Participation rate | 48.7% | 71.0%-22.3pp | 76.3%-27.6pp | 67.9%-19.3pp |
| Annual return | 4.84% | 16.81%-12.0pp | 38.77%-33.9pp | 28.85%-24.0pp |
| Employer contribution / active EE | $1,776 | $2,834-37.3% | $4,126-56.9% | $2,588-31.3% |
| Participant deferral / active EE | $3,761 | $4,641-19.0% | $6,799-44.7% | $4,289-12.3% |
| Admin fee / account holder | $196 | $1,035-81.0% | $6,020-96.7% | $1,587-87.6% |