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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $356,146 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $24,270 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $24,014 |
LUDWIG KLEWER & CO1 year Service code 10 4783 EAST CAMP LOWELL DRIVE · TUCSON, AZ 85712 | Accounting | $13,895 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $619 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
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 | $48,110 | $47,456+1.4% | $172,739-72.1% | $77,787-38.2% |
| Participation rate | 91.1% | 66.3%+24.8pp | 82.6%+8.4pp | 73.2%+17.8pp |
| Annual return | 23.90% | 35.57%-11.7pp | 802.84%-778.9pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,219 | $1,574-22.5% | $5,143-76.3% | $2,504-51.3% |
| Participant deferral / active EE | $3,669 | $2,560+43.3% | $5,198-29.4% | $3,967-7.5% |
| Admin fee / account holder | $79 | $81-2.0% | $13,954-99.4% | $100-20.8% |