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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $83,329 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $10,500 |
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 | $136,091 | $127,481+6.8% | $149,696-9.1% | $90,288+50.7% |
| Participation rate | 93.5% | 78.2%+15.2pp | 82.5%+11.0pp | 73.4%+20.1pp |
| Annual return | 21.34% | 57.78%-36.4pp | 276.60%-255.3pp | 53.97%-32.6pp |
| Employer contribution / active EE | $6,994 | $3,448+102.8% | $4,644+50.6% | $2,524+177.1% |
| Participant deferral / active EE | $8,333 | $6,975+19.5% | $6,842+21.8% | $4,232+96.9% |
| Admin fee / account holder | $25 | $152-83.7% | $9,309-99.7% | $114-78.3% |