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 7-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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $473,647 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $15,075 |
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 | $109,923 | $101,523+8.3% | $141,162-22.1% | $77,787+41.3% |
| Participation rate | 94.3% | 77.4%+16.9pp | 82.5%+11.8pp | 73.2%+21.1pp |
| Annual return | 25.65% | 56.22%-30.6pp | 71.39%-45.7pp | 32.57%-6.9pp |
| Employer contribution / active EE | $6,674 | $3,341+99.8% | $4,735+40.9% | $2,504+166.5% |
| Participant deferral / active EE | $7,621 | $6,434+18.5% | $6,709+13.6% | $3,967+92.1% |
| Admin fee / account holder | $128 | $92+40.0% | $10,261-98.8% | $100+28.1% |