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 |
|---|---|---|
INVESTACORP2+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUDERDALE, FL 33312 | Other Commissions | $4,963 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 64 PO BOX 64012 · BALTIMORE, MD 21264 | Recordkeeping Fees | $1,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,107 | $73,102-80.7% | $123,544-88.6% | $56,287-74.9% |
| Participation rate | 68.4% | 74.3%-6.0pp | 82.3%-13.9pp | 69.9%-1.5pp |
| Annual return | -1.16% | 3.01%-4.2pp | 119.20%-120.4pp | -9.96%+8.8pp |
| Employer contribution / active EE | $2,202 | $2,977-26.0% | $4,628-52.4% | $2,111+4.3% |
| Participant deferral / active EE | $3,533 | $5,423-34.8% | $6,426-45.0% | $3,350+5.5% |
| Admin fee / account holder | $59 | $554-89.4% | $9,284-99.4% | $521-88.7% |