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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $489,878 |
MERCER1+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $97,500 |
Filed as: ECKERT SEAMANS CHERIN & MELLOTT Service code 29 600 GRANT STREET · PITTSBURGH, PA 15219 | Legal | $5,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,457 | $47,385-14.6% | $56,411-28.3% | $106,382-62.0% |
| Participation rate | 16.6% | 33.2%-16.6pp | 52.5%-35.8pp | 69.9%-53.3pp |
| Annual return | 15.34% | 17.29%-1.9pp | 1701.33%-1686.0pp | 17.37%-2.0pp |
| Employer contribution / active EE | $164 | $623-73.6% | $1,039-84.2% | $3,364-95.1% |
| Participant deferral / active EE | $978 | $1,440-32.1% | $1,952-49.9% | $5,569-82.4% |
| Admin fee / account holder | $51 | $78-34.5% | $2,829-98.2% | $79-35.4% |