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 6-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 year Filed as: T. ROWE PRICE Service code 15 · EIN 04-3157927 | Recordkeeping | $36,128 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $2,226 | $65,908-96.6% | $81,812-97.3% | $77,643-97.1% |
| Participation rate | 77.8% | 65.8%+12.0pp | 72.3%+5.5pp | 70.6%+7.2pp |
| Annual return | 11.51% | 26.64%-15.1pp | 773.79%-762.3pp | 31.24%-19.7pp |
| Employer contribution / active EE | $530 | $2,370-77.6% | $2,912-81.8% | $2,726-80.6% |
| Participant deferral / active EE | $932 | $3,505-73.4% | $4,319-78.4% | $4,647-79.9% |
| Admin fee / account holder | $57 | $526-89.1% | $7,386-99.2% | $430-86.7% |