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 |
|---|---|---|
Service code 26 · EIN 06-1380515 | Advisory (Participants) | $74,755 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,975 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $36,620 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $29,750 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $247 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,666 | $82,202+443.4% | $125,339+256.4% | $64,808+589.2% |
| Participation rate | 93.9% | 77.9%+16.0pp | 82.4%+11.5pp | 71.5%+22.4pp |
| Annual return | -15.40% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $15,047 | $3,615+316.2% | $4,814+212.6% | $2,506+500.5% |
| Participant deferral / active EE | $12,925 | $7,175+80.1% | $7,446+73.6% | $4,310+199.9% |
| Admin fee / account holder | $284 | $163+74.0% | $10,010-97.2% | $188+51.3% |