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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $970 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE Service code 28 | Investment Management | $0 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,394 | $70,908-83.9% | $98,907-88.5% | $73,488-84.5% |
| Participation rate | 98.4% | 73.8%+24.6pp | 76.0%+22.4pp | 70.7%+27.7pp |
| Annual return | 26.73% | 34.17%-7.4pp | 196.43%-169.7pp | 28.51%-1.8pp |
| Employer contribution / active EE | $655 | $2,036-67.9% | $2,689-75.7% | $2,270-71.2% |
| Participant deferral / active EE | $5,040 | $3,500+44.0% | $4,244+18.7% | $3,740+34.8% |
| Admin fee / account holder | $8 | $535-98.4% | $6,642-99.9% | $513-98.4% |