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 INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $16,948 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2547786 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER2 years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIONEER1 year Filed as: PIONEER FUNDS Service code 28 | Investment Management | $0 |
PIONEER1 year Filed as: PIONEER INVESTMENTS Service code 28 · EIN 13-5657669 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1 year Service code 15 | Recordkeeping | $0 |
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,992 | $57,976-77.6% | $62,995-79.4% | $62,292-79.1% |
| Participation rate | 70.5% | 75.9%-5.4pp | 74.8%-4.3pp | 69.5%+1.0pp |
| Annual return | 11.90% | 17.54%-5.6pp | 87.57%-75.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $988 | $2,956-66.6% | $3,329-70.3% | $3,169-68.8% |
| Admin fee / account holder | $97 | $276-64.9% | $3,600-97.3% | $479-79.8% |