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 |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,346 |
MCKONLY & ASBURY LLP3 years Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $7,930 |
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 | $179,890 | $65,322+175.4% | $70,449+155.3% | $73,488+144.8% |
| Participation rate | 96.0% | 77.0%+19.1pp | 75.1%+21.0pp | 70.7%+25.3pp |
| Annual return | 16.46% | 15.71%+0.8pp | 109.03%-92.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $6,870 | $2,460+179.3% | $2,737+151.0% | $2,270+202.6% |
| Participant deferral / active EE | $7,140 | $3,375+111.6% | $3,709+92.5% | $3,740+90.9% |
| Admin fee / account holder | $92 | $214-57.1% | $3,845-97.6% | $513-82.1% |