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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $420,077 |
WESPAC PLAN SERVICES, LLC2 years Filed as: WESPAC ADVISORS LLC Service code 27 7030 N FRUIT AVE · FRESNO, CA 93711 | Advisory (Plan) | $21,250 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,979 | $48,082-18.9% | $77,482-49.7% | $106,222-63.3% |
| Participation rate | 22.3% | 33.6%-11.3pp | 54.2%-31.9pp | 70.8%-48.5pp |
| Annual return | 18.76% | 15.72%+3.0pp | 54.79%-36.0pp | 21.69%-2.9pp |
| Employer contribution / active EE | $321 | $457-29.9% | $986-67.5% | $2,723-88.2% |
| Participant deferral / active EE | $767 | $1,043-26.4% | $1,861-58.8% | $4,600-83.3% |
| Admin fee / account holder | $46 | $79-41.8% | $2,858-98.4% | $78-41.0% |