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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $106,074 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $30,000 |
WINDES, INC.9 years Filed as: WINDES INC. Service code 10 PO BOX 87 · LONG BEACH, CA 90801 | Accounting | $16,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,084 | $131,799+42.7% | $200,582-6.2% | $85,563+119.8% |
| Participation rate | 84.4% | 87.9%-3.6pp | 86.9%-2.5pp | 66.0%+18.4pp |
| Annual return | 12.78% | 21.59%-8.8pp | 42.33%-29.6pp | 31.51%-18.7pp |
| Employer contribution / active EE | $8,584 | $4,532+89.4% | $6,419+33.7% | $2,654+223.5% |
| Participant deferral / active EE | $4,729 | $7,702-38.6% | $9,331-49.3% | $4,375+8.1% |
| Admin fee / account holder | $153 | $235-34.7% | $16,305-99.1% | $834-81.6% |