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 Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 13 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 211174903 | Contract Administrator | $5,518 |
POLLARD & ASSOCIATES, INC.1+ years Filed as: POLLARD & ASSOCIATES Service code 37 · EIN 52-0909772 1 NORTH PARK DRIVE SUITE 104 · HUNT VALLEY, MD 21030 | Loan Processing | $1,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,613 | $34,934-83.9% | $56,411-90.0% | $74,495-92.5% |
| Participation rate | 69.4% | 32.8%+36.6pp | 52.5%+17.0pp | 67.2%+2.2pp |
| Annual return | 0.00% | 25.94%-25.9pp | 1701.33%-1701.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,925 | $609+216.1% | $1,039+85.4% | $2,623-26.6% |
| Participant deferral / active EE | $2,459 | $1,170+110.1% | $1,952+26.0% | $4,346-43.4% |
| Admin fee / account holder | $55 | $2,364-97.7% | $2,829-98.0% | $1,942-97.1% |