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 9-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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $18,296 |
Service code 27 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $18,025 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 PO BOX 74987 · CHICAGO, IL 60675 | Consulting | $9,283 |
BOIVIN & ASSOCIATES5 years Filed as: BOIVIN & ASSOCIATES, CPAS, PLLC Service code 10 395 DANIEL WEBSTER HWY, UNIT 6 · MERRIMACK, NH 03054 | Accounting | $9,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,405 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $272,358 | $66,528+309.4% | $86,874+213.5% | $86,799+213.8% |
| Participation rate | 93.4% | 72.4%+21.1pp | 71.6%+21.8pp | 72.3%+21.2pp |
| Annual return | 21.27% | 19.56%+1.7pp | 63.52%-42.2pp | 97.91%-76.6pp |
| Employer contribution / active EE | $8,586 | $2,007+327.8% | $2,495+244.1% | $2,405+256.9% |
| Participant deferral / active EE | $13,105 | $3,240+304.5% | $3,699+254.3% | $4,131+217.2% |
| Admin fee / account holder | $124 | $148-16.5% | $5,828-97.9% | $170-27.1% |