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 9-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 | $44,748 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 27 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Advisory (Plan) | $11,844 |
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 | $84,406 | $62,928+34.1% | $172,739-51.1% | $67,579+24.9% |
| Participation rate | 74.9% | 64.5%+10.4pp | 82.6%-7.8pp | 71.3%+3.6pp |
| Annual return | 21.77% | 30.36%-8.6pp | 802.84%-781.1pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,895 | $1,636+15.8% | $5,143-63.1% | $2,148-11.8% |
| Participant deferral / active EE | $4,770 | $2,145+122.4% | $5,198-8.2% | $3,539+34.8% |
| Admin fee / account holder | $117 | $167-30.0% | $13,954-99.2% | $142-18.0% |