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 |
|---|---|---|
FINANCIAL ENGINES5 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $48,788 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,544 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $231,785 | $55,636+316.6% | $81,983+182.7% | $73,488+215.4% |
| Participation rate | 92.4% | 62.3%+30.1pp | 69.2%+23.2pp | 70.7%+21.7pp |
| Annual return | 11.64% | 19.07%-7.4pp | 41.31%-29.7pp | 28.51%-16.9pp |
| Employer contribution / active EE | $3,088 | $1,625+90.1% | $2,498+23.6% | $2,270+36.0% |
| Participant deferral / active EE | $7,220 | $2,762+161.4% | $3,722+94.0% | $3,740+93.1% |
| Admin fee / account holder | $419 | $493-14.9% | $5,664-92.6% | $513-18.3% |