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 6-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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,355 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA5 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLEASSET5 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
FEDERATED5 years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
ALGER5 years Filed as: FRED ALGER FUNDS Service code 28 P.O. BOX 8480 · NEW YORK, NY 10010 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,883 | $62,327-44.0% | $120,354-71.0% | $74,495-53.2% |
| Participation rate | 42.2% | 56.8%-14.6pp | 71.9%-29.7pp | 67.2%-25.0pp |
| Annual return | 15.01% | 18.61%-3.6pp | 107.15%-92.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,294 | $2,893+83.0% | $4,991+6.1% | $4,346+21.8% |
| Admin fee / account holder | $125 | $2,396-94.8% | $9,423-98.7% | $1,942-93.6% |