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 9-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 RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $6,045 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $168 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2547786 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER1 year Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
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 | $11,373 | $68,408-83.4% | $57,179-80.1% | $57,658-80.3% |
| Participation rate | 55.0% | 79.1%-24.1pp | 75.3%-20.3pp | 70.2%-15.2pp |
| Annual return | 5.16% | 8.51%-3.3pp | 14.59%-9.4pp | 5.13%0pp |
| Employer contribution / active EE | $102 | $2,869-96.4% | $2,682-96.2% | $1,974-94.8% |
| Participant deferral / active EE | $538 | $2,903-81.5% | $3,096-82.6% | $3,061-82.4% |
| Admin fee / account holder | $40 | $70-42.7% | $3,139-98.7% | $95-57.8% |