Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
PKF OCONNOR DAVIES1 year Service code 10 P.O. BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $23,833 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,800 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $800 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,525 | $88,982-72.4% | $102,438-76.1% | $77,671-68.4% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 7.86% | 25.01%-17.2pp | 29.37%-21.5pp | 31.21%-23.4pp |
| Employer contribution / active EE | $2,275 | $2,698-15.7% | $3,024-24.8% | $2,726-16.6% |
| Participant deferral / active EE | $1,657 | $5,144-67.8% | $5,054-67.2% | $4,648-64.4% |
| Admin fee / account holder | $41 | $236-82.8% | $9,448-99.6% | $430-90.6% |