Filed August 3, 2020
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 INC11+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC8 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,488 | $128,603+3.0% | $197,124-32.8% | $67,986+94.9% |
| Participation rate | 43.8% | 81.7%-37.9pp | 86.7%-42.9pp | 57.2%-13.4pp |
| Annual return | 14.27% | 23.77%-9.5pp | 44.34%-30.1pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,576 | $4,379-64.0% | $6,227-74.7% | $2,019-21.9% |
| Participant deferral / active EE | $3,528 | $6,840-48.4% | $9,135-61.4% | $3,358+5.1% |
| Admin fee / account holder | $16 | $3,035-99.5% | $16,298-99.9% | $3,203-99.5% |