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 |
|---|---|---|
Filed as: ENVEST Service code 49 · EIN 61-1732930 | Other Services | $0 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC Service code 13 · EIN 64-0765749 | Contract Administrator | $0 |
Filed as: RAYMOND JAMES Service code 49 · EIN 59-2937883 | Other Services | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 13 · EIN 52-1309931 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,721 | $55,415-62.6% | $155,509-86.7% | $74,495-72.2% |
| Participation rate | 65.6% | 61.9%+3.7pp | 78.2%-12.6pp | 67.2%-1.6pp |
| Annual return | 10.95% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $905 | $2,267-60.1% | $4,672-80.6% | $2,623-65.5% |
| Participant deferral / active EE | $1,723 | $2,836-39.2% | $5,626-69.4% | $4,346-60.3% |
| Admin fee / account holder | $253 | $1,738-85.4% | $15,912-98.4% | $1,942-86.9% |