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 |
|---|---|---|
INVESTACORP3+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUDERDALE, FL 33312 | Other Commissions | $10,047 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 64 PO BOX 64012 · BALTIMORE, MD 21264 | Recordkeeping Fees | $2,277 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,792 | $89,652-73.5% | $141,162-83.1% | $65,185-63.5% |
| Participation rate | 72.0% | 74.7%-2.8pp | 82.5%-10.5pp | 70.2%+1.8pp |
| Annual return | 28.88% | 32.79%-3.9pp | 71.39%-42.5pp | 29.38%-0.5pp |
| Employer contribution / active EE | $2,663 | $3,065-13.1% | $4,735-43.8% | $2,177+22.4% |
| Participant deferral / active EE | $4,171 | $5,691-26.7% | $6,709-37.8% | $3,514+18.7% |
| Admin fee / account holder | $104 | $569-81.6% | $10,261-99.0% | $847-87.7% |