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 6-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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $44,534 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $36,446 |
PASI, LLC5+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Consulting | $20,000 |
TEPLITZKY AND COMPANY PC5+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525 | Accounting | $15,750 |
ROBINSON & COLE LLP3 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $2,420 |
CHARLES SCHWAB & CO., INC.5+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $1,761 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33 | Direct payment from the plan; Securit... | $0 |
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 | $420,601 | $47,126+792.5% | $149,673+181.0% | $74,419+465.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.50% | 22.75%-2.3pp | 134.42%-113.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $14,935 | $1,905+683.8% | $4,818+210.0% | $2,637+466.3% |
| Participant deferral / active EE | $13,836 | $2,728+407.2% | $5,680+143.6% | $4,528+205.6% |
| Admin fee / account holder | $233 | $343-32.1% | $13,210-98.2% | $348-33.1% |