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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,913 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting | $22,312 |
BLUM SHAPIRO2 years Filed as: BLUM, SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN STRETTE · WEST HARTFORD, CT 06127 | Accounting | $16,100 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $8,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $524,489 | $100,801+420.3% | $149,696+250.4% | $73,409+614.5% |
| Participation rate | 94.9% | 77.7%+17.2pp | 82.5%+12.5pp | 72.2%+22.8pp |
| Annual return | 13.75% | 265.34%-251.6pp | 276.60%-262.9pp | 59.29%-45.5pp |
| Employer contribution / active EE | $14,135 | $3,312+326.8% | $4,644+204.4% | $2,234+532.8% |
| Participant deferral / active EE | $12,361 | $6,404+93.0% | $6,842+80.7% | $3,805+224.8% |
| Admin fee / account holder | $177 | $181-2.2% | $9,309-98.1% | $158+12.0% |