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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,560 |
SS&C P INV#20250331-1034-5090-A1 year Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $650 |
SS&C P INV20250930-1034-5090-A1 year Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $425 |
LOOMIS SAYLES3 years Filed as: LOOMIS FUND Service code 28 · EIN 04-3200030 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $109,413-100.0% | $156,263-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 72.7%-72.7pp | 78.9%-78.9pp | 68.3%-68.3pp |
| Annual return | -92.79% | 20.18%-113.0pp | 59.47%-152.3pp | 40.90%-133.7pp |
| Employer contribution / active EE | $2,959 | $2,907+1.8% | $4,333-31.7% | $2,631+12.5% |
| Participant deferral / active EE | $9,173 | $4,590+99.9% | $6,158+49.0% | $4,212+117.8% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |