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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $174,183 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $34,272 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,237 | $120,450+86.2% | $159,436+40.6% | $93,030+141.0% |
| Participation rate | 89.1% | 78.0%+11.1pp | 82.8%+6.3pp | 73.9%+15.2pp |
| Annual return | 16.93% | 27.11%-10.2pp | 263.57%-246.6pp | 158.70%-141.8pp |
| Employer contribution / active EE | $6,232 | $3,526+76.8% | $4,829+29.0% | $2,706+130.3% |
| Participant deferral / active EE | $12,960 | $7,283+77.9% | $7,352+76.3% | $4,562+184.1% |
| Admin fee / account holder | $93 | $137-32.2% | $10,799-99.1% | $152-38.9% |