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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $273,510 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $34,793 |
LUDWIG KLEWER & CO1 year Filed as: LUDWIG KLEWER & CO. PLLC Service code 10 4783 EAST CAMP LOWELL DRIVE · TUCSON, AZ 85712 | Accounting | $12,105 |
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 | $41,224 | $37,213+10.8% | $156,549-73.7% | $63,975-35.6% |
| Participation rate | 89.6% | 65.0%+24.6pp | 84.0%+5.6pp | 71.1%+18.5pp |
| Annual return | 8.16% | 47.89%-39.7pp | 32.23%-24.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $1,086 | $1,357-20.0% | $5,501-80.3% | $2,182-50.2% |
| Participant deferral / active EE | $3,269 | $2,070+57.9% | $4,871-32.9% | $3,356-2.6% |
| Admin fee / account holder | $74 | $56+30.6% | $13,027-99.4% | $70+4.4% |