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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $38,842 |
Filed as: ROLAND CRISS FIDUCIARY SVCS Service code 16 2011 E LAMAR BLVD · ARLINGTON, TX 76006 | Consulting | $21,140 |
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 16 305 FIFTH AVE SOUTH · NAPLES, FL 34102 | Consulting | $10,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,504 | $92,090-8.2% | $106,201-20.4% | $77,671+8.8% |
| Participation rate | 44.8% | 81.0%-36.3pp | 75.3%-30.5pp | 70.6%-25.8pp |
| Annual return | 13.83% | 17.89%-4.1pp | 116.26%-102.4pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,668 | $3,368-50.5% | $3,170-47.4% | $2,726-38.8% |
| Participant deferral / active EE | $2,639 | $5,386-51.0% | $5,012-47.3% | $4,648-43.2% |
| Admin fee / account holder | $294 | $219+34.4% | $11,039-97.3% | $430-31.6% |