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 | $148,092 |
Filed as: ARDITO, TOSCANO & MCCULLUM, P.C. Service code 10 40 BAYFEILD DRIVE · NORTH ANDOVER, MA 01845 | Accounting | $39,893 |
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 | $173,126 | $176,491-1.9% | $95,952+80.4% | $90,288+91.7% |
| Participation rate | 86.3% | 86.6%-0.3pp | 77.1%+9.2pp | 73.4%+12.9pp |
| Annual return | 19.16% | 20.14%-1.0pp | 91.61%-72.5pp | 53.97%-34.8pp |
| Employer contribution / active EE | $6,027 | $2,789+116.1% | $2,541+137.2% | $2,524+138.8% |
| Participant deferral / active EE | $9,087 | $5,340+70.2% | $4,167+118.1% | $4,232+114.7% |
| Admin fee / account holder | $87 | $154-43.6% | $6,795-98.7% | $114-23.9% |