Filed June 30, 2026
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 8-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 INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21202 | Recordkeeping | $65,799 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,000 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $21,000 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,577 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $357,887 | $119,446+199.6% | $150,045+138.5% | $85,563+318.3% |
| Participation rate | 87.2% | 75.4%+11.7pp | 82.3%+4.8pp | 66.0%+21.2pp |
| Annual return | 14.93% | 23.72%-8.8pp | 62.55%-47.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $8,681 | $4,078+112.9% | $4,693+85.0% | $2,654+227.1% |
| Participant deferral / active EE | $23,743 | $7,985+197.4% | $7,997+196.9% | $4,375+442.7% |
| Admin fee / account holder | $153 | $548-72.1% | $13,435-98.9% | $834-81.7% |