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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $135,524 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $86,735 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,504 | $88,890-52.2% | $102,423-58.5% | $77,643-45.3% |
| Participation rate | 91.7% | 80.9%+10.7pp | 76.5%+15.2pp | 70.6%+21.1pp |
| Annual return | 12.60% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,110 | $2,698-58.9% | $3,023-63.3% | $2,726-59.3% |
| Participant deferral / active EE | $4,417 | $5,145-14.2% | $5,053-12.6% | $4,647-5.0% |
| Admin fee / account holder | $168 | $235-28.5% | $9,451-98.2% | $430-60.9% |