Filed November 17, 2020
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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $215,253 |
CREATIVE PLANNING LLC3 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $46,500 |
COHNREZNICK LLP6 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $26,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,614 | $81,357-5.8% | $75,972+0.8% | $199,593-61.6% |
| Participation rate | 70.5% | 69.9%+0.6pp | 69.1%+1.4pp | 72.0%-1.5pp |
| Annual return | 15.41% | 16.32%-0.9pp | 359.55%-344.1pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,303 | $3,341-31.1% | $2,685-14.2% | $3,034-24.1% |
| Participant deferral / active EE | $4,673 | $4,710-0.8% | $4,255+9.8% | $5,087-8.1% |
| Admin fee / account holder | $81 | $144-43.7% | $6,467-98.7% | $269-69.8% |