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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $580,097 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $750 |
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.
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 | $38,269 | $41,203-7.1% | $61,373-37.6% | $89,394-57.2% |
| Participation rate | 18.1% | 35.4%-17.3pp | 52.6%-34.5pp | 71.3%-53.2pp |
| Annual return | -17.32% | -14.63%-2.7pp | 338.61%-355.9pp | -11.89%-5.4pp |
| Employer contribution / active EE | $328 | $603-45.6% | $1,159-71.7% | $3,022-89.1% |
| Participant deferral / active EE | $794 | $1,367-41.9% | $2,125-62.6% | $5,123-84.5% |
| Admin fee / account holder | $56 | $74-24.2% | $2,130-97.4% | $79-29.7% |