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 INC3 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $13,606 |
BUFFALO FUNDS1 year Service code 28 · EIN 48-1069845 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2547786 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER3 years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,240 | $55,002-57.7% | $59,878-61.2% | $56,287-58.7% |
| Participation rate | 54.8% | 75.9%-21.1pp | 74.7%-19.9pp | 69.9%-15.0pp |
| Annual return | -4.20% | 1.13%-5.3pp | 3.46%-7.7pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $627 | $3,121-79.9% | $3,402-81.6% | $3,350-81.3% |
| Admin fee / account holder | $158 | $236-32.9% | $3,590-95.6% | $521-69.6% |