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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $46,857 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,480 | $84,556+18.8% | $116,228-13.5% | $74,304+35.2% |
| Participation rate | 52.7% | 66.0%-13.3pp | 74.6%-21.9pp | 60.3%-7.7pp |
| Annual return | 16.12% | 18.35%-2.2pp | 90.06%-73.9pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,695 | $2,168-21.8% | $2,994-43.4% | $2,241-24.4% |
| Participant deferral / active EE | $3,205 | $3,814-16.0% | $4,953-35.3% | $3,767-14.9% |
| Admin fee / account holder | $446 | $3,792-88.2% | $11,989-96.3% | $2,969-85.0% |