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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $334,809 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $249,284 |
CROWE LLP2 years Filed as: CROWE LLC Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $69,714 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $55,855 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $49,458 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,045 | $188,991+8.5% | $103,476+98.2% | $199,593+2.7% |
| Participation rate | 76.9% | 93.2%-16.2pp | 80.5%-3.6pp | 72.0%+5.0pp |
| Annual return | 15.37% | 15.75%-0.4pp | 23.90%-8.5pp | 34.25%-18.9pp |
| Employer contribution / active EE | $4,815 | $6,583-26.9% | $4,672+3.1% | $3,034+58.7% |
| Participant deferral / active EE | $8,000 | $10,334-22.6% | $6,623+20.8% | $5,087+57.3% |
| Admin fee / account holder | $202 | $114+76.1% | $9,413-97.9% | $269-25.0% |