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 |
|---|---|---|
Filed as: DKC Service code 50 66 SPRING GLEN TERRACE · HAMDEN, CT 06517 | Direct Payment | $11,750 |
VERRILL DANA LLP2 years Service code 29 ONE PORTLAND SQUARE · PORTLAND, ME 04112 | Legal | $7,977 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,620 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $15 |
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 | $110,267 | $69,305+59.1% | $82,313+34.0% | $69,631+58.4% |
| Participation rate | 97.3% | 80.3%+17.1pp | 76.9%+20.4pp | 70.7%+26.7pp |
| Annual return | 18.02% | 21.47%-3.4pp | 25.88%-7.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $6,160 | $1,887+226.5% | $2,428+153.7% | $2,032+203.1% |
| Participant deferral / active EE | $5,858 | $3,568+64.2% | $3,706+58.1% | $3,224+81.7% |
| Admin fee / account holder | $38 | $97-61.3% | $5,608-99.3% | $110-65.9% |