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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $433,664 |
FINANCIAL ENGINES3+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $89,152 |
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 | $64,717 | $45,365+42.7% | $58,482+10.7% | $96,393-32.9% |
| Participation rate | 14.4% | 30.9%-16.5pp | 50.9%-36.5pp | 71.3%-56.9pp |
| Annual return | 18.81% | 20.48%-1.7pp | 4239.32%-4220.5pp | 22.88%-4.1pp |
| Employer contribution / active EE | $413 | $584-29.4% | $1,053-60.8% | $3,238-87.3% |
| Participant deferral / active EE | $829 | $1,304-36.4% | $1,924-56.9% | $5,455-84.8% |
| Admin fee / account holder | $60 | $74-18.9% | $2,516-97.6% | $74-18.5% |