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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $17,898 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,609 | $62,586+28.8% | $76,768+5.0% | $64,186+25.6% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | 5.50% | -1.95%+7.4pp | 2.43%+3.1pp | 7.63%-2.1pp |
| Employer contribution / active EE | $29 | $1,832-98.4% | $2,485-98.8% | $2,381-98.8% |
| Participant deferral / active EE | $4,328 | $3,145+37.6% | $3,852+12.4% | $3,470+24.7% |
| Admin fee / account holder | $333 | $4,667-92.9% | $6,675-95.0% | $4,888-93.2% |