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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,125 |
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 | $95,177 | $89,248+6.6% | $136,007-30.0% | $74,495+27.8% |
| Participation rate | 42.1% | 69.4%-27.3pp | 76.5%-34.3pp | 67.2%-25.1pp |
| Annual return | 12.59% | 22.76%-10.2pp | 579.32%-566.7pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,527 | $2,838-46.2% | $4,217-63.8% | $2,623-41.8% |
| Participant deferral / active EE | $3,251 | $4,598-29.3% | $7,025-53.7% | $4,346-25.2% |
| Admin fee / account holder | $189 | $1,545-87.8% | $6,858-97.2% | $1,942-90.3% |