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 5-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 | $485,697 |
FINANCIAL ENGINES1+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $74,086 |
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 | $87,472 | $51,728+69.1% | $80,716+8.4% | $106,520-17.9% |
| Participation rate | 12.7% | 33.9%-21.2pp | 54.2%-41.5pp | 71.3%-58.6pp |
| Annual return | 103.64% | 32.29%+71.4pp | 87.28%+16.4pp | 19.28%+84.4pp |
| Employer contribution / active EE | $275 | $460-40.1% | $1,160-76.3% | $2,840-90.3% |
| Participant deferral / active EE | $635 | $1,076-41.0% | $2,146-70.4% | $4,948-87.2% |
| Admin fee / account holder | $83 | $80+3.4% | $3,380-97.5% | $75+11.5% |