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 4-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,901 |
PAYCHEX, INC.2 years Service code 13 · EIN 16-1124166 | Contract Administrator | $11,848 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,199 | $70,115-44.1% | $70,515-44.4% | $80,160-51.1% |
| Participation rate | 67.9% | 71.7%-3.8pp | 68.3%-0.5pp | 72.9%-5.1pp |
| Annual return | 127.17% | 134.51%-7.3pp | 32.77%+94.4pp | 40.38%+86.8pp |
| Employer contribution / active EE | $923 | $3,021-69.4% | $2,973-69.0% | $2,978-69.0% |
| Participant deferral / active EE | $3,139 | $4,495-30.2% | $4,567-31.3% | $5,017-37.4% |
| Admin fee / account holder | $123 | $112+9.6% | $6,412-98.1% | $145-15.1% |