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.7+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $31,875 |
WISS & COMPANY, LLP5 years Filed as: WISS & COMPANY LLP. Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $28,375 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,152 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,140 | $53,512+135.7% | $189,557-33.5% | $93,030+35.6% |
| Participation rate | 88.9% | 67.3%+21.6pp | 78.4%+10.4pp | 73.9%+15.0pp |
| Annual return | 13.53% | 20.32%-6.8pp | 64.17%-50.6pp | 158.70%-145.2pp |
| Employer contribution / active EE | $494 | $1,429-65.4% | $4,412-88.8% | $2,706-81.7% |
| Participant deferral / active EE | $5,960 | $3,748+59.0% | $6,174-3.5% | $4,562+30.6% |
| Admin fee / account holder | $38 | $95-60.1% | $9,807-99.6% | $152-74.9% |