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 9-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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $27,793 |
IMA WEALTH INC7 years Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $13,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,236 | $55,441+64.6% | $76,002+20.0% | $77,671+17.5% |
| Participation rate | 44.5% | 63.6%-19.1pp | 69.1%-24.6pp | 70.6%-26.1pp |
| Annual return | 17.89% | 17.08%+0.8pp | 360.07%-342.2pp | 31.21%-13.3pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,688-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,024 | $3,451+16.6% | $4,257-5.5% | $4,648-13.4% |
| Admin fee / account holder | $186 | $407-54.2% | $6,414-97.1% | $430-56.7% |