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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $55,833 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $21,370 |
WISS & COMPANY, LLP1 year Filed as: WISS & COMPANY LLP. Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $17,500 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,690 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $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 | $82,516 | $43,233+90.9% | $185,117-55.4% | $77,958+5.8% |
| Participation rate | 89.2% | 64.2%+25.0pp | 77.3%+11.9pp | 71.6%+17.6pp |
| Annual return | 17.76% | 20.43%-2.7pp | 40.50%-22.7pp | 20.87%-3.1pp |
| Employer contribution / active EE | $637 | $1,312-51.5% | $4,182-84.8% | $2,310-72.4% |
| Participant deferral / active EE | $4,640 | $2,912+59.3% | $5,045-8.0% | $3,537+31.2% |
| Admin fee / account holder | $50 | $95-47.4% | $8,159-99.4% | $97-48.6% |