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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $97,505 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $47,925 |
THE LAMPO GROUP, INC.3 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $27,148 |
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 | $129,425 | $112,623+14.9% | $106,213+21.9% | $199,593-35.2% |
| Participation rate | 84.7% | 86.2%-1.5pp | 75.3%+9.5pp | 72.0%+12.8pp |
| Annual return | 14.53% | 15.57%-1.0pp | 116.14%-101.6pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,497 | $4,575-45.4% | $3,171-21.3% | $3,034-17.7% |
| Participant deferral / active EE | $8,377 | $6,659+25.8% | $5,016+67.0% | $5,087+64.7% |
| Admin fee / account holder | $115 | $107+7.6% | $11,033-99.0% | $269-57.2% |