Filed August 20, 2024
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $158,875 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $57,447 |
PKF O'CONNOR DAVIES, LLP10+ years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $11,025 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,875 | $110,299+25.9% | $102,423+35.6% | $199,593-30.4% |
| Participation rate | 91.6% | 86.3%+5.3pp | 76.5%+15.1pp | 72.0%+19.6pp |
| Annual return | 14.71% | 35.73%-21.0pp | 29.32%-14.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $1,584 | $3,603-56.0% | $3,023-47.6% | $3,034-47.8% |
| Participant deferral / active EE | $9,297 | $6,376+45.8% | $5,053+84.0% | $5,087+82.8% |
| Admin fee / account holder | $161 | $122+31.4% | $9,451-98.3% | $269-40.2% |