Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 16 1420 ROCKY RIDGE DR · ROSEVILLE, CA 95661 | Consulting | $107,147 |
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $38,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,738 | $110,483+88.0% | $145,433+42.8% | $79,634+160.9% |
| Participation rate | 81.8% | 71.1%+10.7pp | 82.1%-0.4pp | 62.5%+19.3pp |
| Annual return | 17.07% | 24.62%-7.6pp | 66.58%-49.5pp | 36.46%-19.4pp |
| Employer contribution / active EE | $3,493 | $4,053-13.8% | $4,554-23.3% | $2,529+38.1% |
| Participant deferral / active EE | $12,411 | $7,216+72.0% | $7,897+57.2% | $3,835+223.7% |
| Admin fee / account holder | $366 | $680-46.2% | $13,129-97.2% | $1,002-63.5% |