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 8-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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $6,661 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN FUNDS7+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA7+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LEGG MASON4 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
T ROWE PRICE RPS INC7+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA7+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,280 | $56,638-76.6% | $169,368-92.2% | $74,419-82.2% |
| Participation rate | 9.9% | 67.5%-57.7pp | 77.1%-67.3pp | 70.7%-60.9pp |
| Annual return | 16.14% | 24.75%-8.6pp | 405.60%-389.5pp | 34.38%-18.2pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $464 | $4,223-89.0% | $6,221-92.5% | $4,528-89.7% |
| Admin fee / account holder | $46 | $307-85.0% | $9,003-99.5% | $348-86.8% |