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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 13 · EIN 52-1309931 | Contract Administrator | $6,047 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC Service code 13 · EIN 64-0765749 | Contract Administrator | $1,200 |
Filed as: ENVEST Service code 49 · EIN 61-1732930 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 49 · EIN 59-2937883 | Other Services | $0 |
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 | $18,077 | $61,272-70.5% | $149,673-87.9% | $71,457-74.7% |
| Participation rate | 66.1% | 62.5%+3.6pp | 78.8%-12.6pp | 67.9%-1.8pp |
| Annual return | 14.07% | 35.85%-21.8pp | 134.42%-120.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $760 | $2,378-68.0% | $4,818-84.2% | $2,588-70.6% |
| Participant deferral / active EE | $1,455 | $2,917-50.1% | $5,680-74.4% | $4,289-66.1% |
| Admin fee / account holder | $192 | $1,261-84.8% | $13,210-98.5% | $1,587-87.9% |