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 |
|---|---|---|
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $21,250 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $21,250 |
WISS & COMPANY, LLP6 years Filed as: WISS & COMPANY LLP. Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $17,750 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,580 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
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 | $99,975 | $42,504+135.2% | $159,960-37.5% | $77,904+28.3% |
| Participation rate | 89.3% | 66.9%+22.4pp | 78.0%+11.4pp | 73.7%+15.7pp |
| Annual return | -17.74% | -12.43%-5.3pp | 408.60%-426.3pp | 12.21%-29.9pp |
| Employer contribution / active EE | $920 | $1,684-45.3% | $4,226-78.2% | $2,848-67.7% |
| Participant deferral / active EE | $6,312 | $3,919+61.0% | $6,182+2.1% | $4,806+31.3% |
| Admin fee / account holder | $36 | $98-62.7% | $8,698-99.6% | $133-72.5% |