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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $163,504 |
MERCER5 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $75,000 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $22,470 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,421 | $122,186+52.6% | $146,958+26.9% | $199,593-6.6% |
| Participation rate | 88.5% | 78.3%+10.2pp | 82.2%+6.4pp | 72.0%+16.5pp |
| Annual return | 13.46% | 30.56%-17.1pp | 418.34%-404.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $3,317 | $4,093-19.0% | $4,933-32.8% | $3,034+9.3% |
| Participant deferral / active EE | $11,479 | $8,502+35.0% | $8,070+42.2% | $5,087+125.7% |
| Admin fee / account holder | $101 | $179-43.6% | $12,998-99.2% | $269-62.5% |