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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,386 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $42,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $134,273 | $80,753+66.3% | $136,294-1.5% | $62,292+115.6% |
| Participation rate | 69.4% | 73.5%-4.2pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 17.54% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,261 | $2,884-21.6% | $4,695-51.8% | $2,042+10.7% |
| Participant deferral / active EE | $5,273 | $5,164+2.1% | $6,247-15.6% | $3,169+66.4% |
| Admin fee / account holder | $540 | $525+2.7% | $9,243-94.2% | $479+12.6% |