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.4+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $47,917 |
WISS & COMPANY, LLP3+ years Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $17,500 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,332 |
Service code 33 | Other commissions; Securities brokera... | $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 | $75,909 | $38,058+99.5% | $169,463-55.2% | $75,289+0.8% |
| Participation rate | 90.2% | 65.1%+25.1pp | 77.8%+12.4pp | 72.4%+17.8pp |
| Annual return | 0.39% | -2.88%+3.3pp | 1.83%-1.4pp | -0.04%+0.4pp |
| Employer contribution / active EE | $653 | $1,478-55.8% | $4,159-84.3% | $2,405-72.9% |
| Participant deferral / active EE | $4,715 | $3,201+47.3% | $5,277-10.6% | $3,739+26.1% |
| Admin fee / account holder | $34 | $85-60.5% | $9,109-99.6% | $102-67.1% |