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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $100,425 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $37,514 |
THE LAMPO GROUP, INC.2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $9,096 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,981 | $104,631+5.1% | $98,439+11.7% | $80,160+37.2% |
| Participation rate | 86.3% | 87.5%-1.2pp | 75.2%+11.2pp | 72.9%+13.4pp |
| Annual return | 22.17% | 34.72%-12.6pp | 21.16%+1.0pp | 40.38%-18.2pp |
| Employer contribution / active EE | $4,373 | $4,517-3.2% | $3,048+43.5% | $2,978+46.9% |
| Participant deferral / active EE | $8,040 | $6,545+22.8% | $4,738+69.7% | $5,017+60.2% |
| Admin fee / account holder | $153 | $105+45.5% | $8,948-98.3% | $145+5.2% |