Filed October 24, 2022
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 | $119,035 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $74,346 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Other commissions; Sec... | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,093 | $106,028+132.1% | $146,958+67.5% | $77,643+217.0% |
| Participation rate | 91.1% | 78.4%+12.7pp | 82.2%+8.9pp | 70.6%+20.5pp |
| Annual return | 16.15% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $5,340 | $4,063+31.4% | $4,933+8.2% | $2,726+95.9% |
| Participant deferral / active EE | $16,852 | $7,990+110.9% | $8,070+108.8% | $4,647+262.6% |
| Admin fee / account holder | $88 | $337-74.0% | $12,998-99.3% | $430-79.6% |