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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $93,178 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
WINDES, INC.6 years Filed as: WINDES INC. Service code 10 PO BOX 87 · LONG BEACH, CA 90801 | Accounting | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,952 | $86,897+62.2% | $151,611-7.0% | $64,808+117.5% |
| Participation rate | 83.5% | 87.3%-3.7pp | 87.5%-4.0pp | 71.5%+12.1pp |
| Annual return | -14.53% | -3.57%-11.0pp | 3.33%-17.9pp | 32.82%-47.3pp |
| Employer contribution / active EE | $11,221 | $4,010+179.8% | $6,166+82.0% | $2,506+347.8% |
| Participant deferral / active EE | $2,929 | $6,690-56.2% | $8,363-65.0% | $4,310-32.0% |
| Admin fee / account holder | $171 | $153+12.0% | $11,616-98.5% | $188-8.8% |