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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,320 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $30,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $113,872 | $47,126+141.6% | $149,673-23.9% | $74,419+53.0% |
| Participation rate | 63.0% | 63.4%-0.4pp | 78.8%-15.8pp | 70.7%-7.7pp |
| Annual return | 16.07% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $5,095 | $1,905+167.4% | $4,818+5.8% | $2,637+93.2% |
| Participant deferral / active EE | $5,670 | $2,728+107.9% | $5,680-0.2% | $4,528+25.2% |
| Admin fee / account holder | $148 | $343-56.8% | $13,210-98.9% | $348-57.4% |