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 INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $479,626 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $134,131 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 610 16TH STREET · OAKLAND, CA 94612 | Consulting | $71,000 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 11 WEST 23RD STREET · PANAMA CITY, FL 32405 | Consulting | $29,918 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $17,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,385-100.0% | $56,411-100.0% | $106,382-100.0% |
| Participation rate | 0.0% | 33.2%-33.2pp | 52.5%-52.5pp | 69.9%-69.9pp |
| Annual return | 15.63% | 17.29%-1.7pp | 1701.33%-1685.7pp | 17.37%-1.7pp |
| Employer contribution / active EE | $478 | $623-23.3% | $1,039-54.0% | $3,364-85.8% |
| Participant deferral / active EE | $923 | $1,440-35.9% | $1,952-52.7% | $5,569-83.4% |
| Admin fee / account holder | $0 | $78-100.0% | $2,829-100.0% | $79-100.0% |