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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $30,000 |
Service code 10 120 MADISON STREET · WATERTOWN, NY 13202 | Accounting | $6,950 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,464 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $20 |
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 | $200,333 | $75,388+165.7% | $123,544+62.2% | $55,725+259.5% |
| Participation rate | 90.3% | 75.7%+14.7pp | 82.3%+8.0pp | 70.9%+19.5pp |
| Annual return | 4.26% | 4.48%-0.2pp | 119.20%-114.9pp | 244.93%-240.7pp |
| Employer contribution / active EE | $5,392 | $3,063+76.0% | $4,628+16.5% | $2,078+159.5% |
| Participant deferral / active EE | $7,825 | $5,651+38.5% | $6,426+21.8% | $3,356+133.2% |
| Admin fee / account holder | $86 | $120-28.5% | $9,284-99.1% | $115-25.6% |