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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,398 |
ESLER & VANDERSCHAAFF CO., L.P.A1+ years Filed as: ESLER AND VANDERSCHAAFF CO LPA Service code 29 2912 SPRINGBORO WEST · DAYTON, OH 45439 | Legal | $7,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,490 | $55,516-54.1% | $75,781-66.4% | $59,188-56.9% |
| Participation rate | 14.5% | 73.6%-59.1pp | 75.8%-61.3pp | 69.4%-54.9pp |
| Annual return | 2.64% | -1.89%+4.5pp | 9.68%-7.0pp | 5.51%-2.9pp |
| Employer contribution / active EE | $0 | $2,604-100.0% | $3,323-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,351 | $2,599-9.5% | $3,651-35.6% | $3,265-28.0% |
| Admin fee / account holder | $100 | $110-8.9% | $5,299-98.1% | $92+8.7% |