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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $163,000 |
KPMG LLP6+ years Service code 10 15 W TEMPLE · SALT LAKE CITY, UT 84101 | Accounting | $26,000 |
STOEL RIVES LLP4 years Service code 29 201 SOUTH MAIN STREET · SALT LAKE CITY, UT 84111 | Legal | $9,000 |
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $6,000 |
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 | $58,677 | $66,513-11.8% | $178,490-67.1% | $106,222-44.8% |
| Participation rate | 10.0% | 73.8%-63.8pp | 81.9%-71.9pp | 70.8%-60.8pp |
| Annual return | 18.36% | 21.81%-3.5pp | 151.07%-132.7pp | 21.69%-3.3pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $515 | $3,679-86.0% | $5,202-90.1% | $4,600-88.8% |
| Admin fee / account holder | $43 | $53-20.2% | $13,984-99.7% | $78-45.6% |