Filed February 3, 2025 (most recent of 2 filings on file)
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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $271,729 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $66,212 |
CROWE LLP7+ years Filed as: CROWE HORWATH LLP Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $28,600 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $18,990 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,328 | $211,459+11.8% | $119,258+98.2% | $93,030+154.0% |
| Participation rate | 97.3% | 94.1%+3.2pp | 82.7%+14.6pp | 73.9%+23.4pp |
| Annual return | 13.50% | 39.10%-25.6pp | 30.69%-17.2pp | 158.70%-145.2pp |
| Employer contribution / active EE | $6,175 | $5,958+3.6% | $4,384+40.8% | $2,706+128.2% |
| Participant deferral / active EE | $8,841 | $9,654-8.4% | $6,111+44.7% | $4,562+93.8% |
| Admin fee / account holder | $94 | $124-23.6% | $7,226-98.7% | $152-37.7% |