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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,946 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $14,875 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $285 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,883 | $95,274+437.3% | $135,903+276.7% | $74,419+587.8% |
| Participation rate | 93.5% | 78.2%+15.3pp | 81.9%+11.6pp | 70.7%+22.7pp |
| Annual return | 16.58% | 32.77%-16.2pp | 68.23%-51.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $16,695 | $3,874+330.9% | $4,856+243.8% | $2,637+533.0% |
| Participant deferral / active EE | $14,466 | $7,782+85.9% | $7,758+86.5% | $4,528+219.5% |
| Admin fee / account holder | $206 | $266-22.6% | $10,762-98.1% | $348-40.8% |