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 5-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+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $183,558 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $62,500 |
HAM, LANGSTON & BREZINA, LLP1+ years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 11550 FUQUA · HOUSTON, TX 77034 | Accounting | $37,088 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,834 | $73,497-14.5% | $101,248-37.9% | $93,223-32.6% |
| Participation rate | 30.9% | 84.5%-53.7pp | 75.8%-45.0pp | 74.9%-44.0pp |
| Annual return | 14.72% | 11.66%+3.1pp | 46.47%-31.8pp | 19.29%-4.6pp |
| Employer contribution / active EE | $1,093 | $3,600-69.6% | $3,660-70.1% | $2,680-59.2% |
| Participant deferral / active EE | $2,171 | $3,303-34.3% | $4,370-50.3% | $4,563-52.4% |
| Admin fee / account holder | $77 | $121-36.3% | $5,945-98.7% | $79-2.7% |