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 10-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $103,000 |
KPMG LLP2+ years Service code 10 15 WEST TEMPLE · SALT LAKE CITY, UT 84101 | Accounting | $22,000 |
Filed as: SUMMIT STRATEGIES INC Service code 16 8182 MARYLAND AVE · ST LOUIS, MO 63105 | Consulting | $8,000 |
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.
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 | $42,315 | $49,270-14.1% | $156,549-73.0% | $329,111-87.1% |
| Participation rate | 10.0% | 68.1%-58.1pp | 84.0%-74.0pp | 67.9%-57.9pp |
| Annual return | 9.78% | 23.25%-13.5pp | 32.23%-22.4pp | 16.35%-6.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $331 | $2,920-88.7% | $4,871-93.2% | $3,682-91.0% |
| Admin fee / account holder | $30 | $51-40.7% | $13,027-99.8% | $754-96.0% |