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 |
|---|---|---|
KPMG LLP1 year Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $40,250 |
COHEN & STEERS1 year Filed as: COHEN & BUCKMANN, P.C. Service code 16 18 FAITH LANE · ARDSLEY, NY 10502 | Consulting | $6,903 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $193,252 | $89,274+116.5% | $149,718+29.1% | $77,958+147.9% |
| Participation rate | 66.6% | 87.6%-21.0pp | 87.1%-20.5pp | 71.6%-5.1pp |
| Annual return | 20.77% | 20.36%+0.4pp | 1501.63%-1480.9pp | 20.87%-0.1pp |
| Employer contribution / active EE | $5,558 | $3,727+49.1% | $5,445+2.1% | $2,310+140.5% |
| Participant deferral / active EE | $7,082 | $5,382+31.6% | $6,569+7.8% | $3,537+100.3% |
| Admin fee / account holder | $34 | $240-85.9% | $11,283-99.7% | $97-65.3% |