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 |
|---|---|---|
BLUM SHAPIRO2 years Filed as: BLUM, SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN STREET · WEST HARTFORD, CT 061272000 | Accounting | $16,100 |
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 | $9,620 |
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 | $145,862 | $99,957+45.9% | $149,696-2.6% | $73,488+98.5% |
| Participation rate | 94.6% | 75.7%+18.9pp | 82.5%+12.2pp | 70.7%+24.0pp |
| Annual return | 16.33% | 53.87%-37.5pp | 276.60%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,200 | $3,191-62.4% | $4,644-74.2% | $2,270-47.2% |
| Participant deferral / active EE | $12,097 | $6,073+99.2% | $6,842+76.8% | $3,740+223.5% |
| Admin fee / account holder | $150 | $551-72.8% | $9,309-98.4% | $513-70.8% |