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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $80,188 |
CREATIVE PLANNING LLC3 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $50,000 |
BDO USA, LLP7 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $13,800 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $255 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,407 | $122,186-19.5% | $146,958-33.0% | $199,593-50.7% |
| Participation rate | 91.7% | 78.3%+13.4pp | 82.2%+9.5pp | 72.0%+19.7pp |
| Annual return | 15.32% | 30.56%-15.2pp | 418.34%-403.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $4,326 | $4,093+5.7% | $4,933-12.3% | $3,034+42.6% |
| Participant deferral / active EE | $9,217 | $8,502+8.4% | $8,070+14.2% | $5,087+81.2% |
| Admin fee / account holder | $115 | $179-35.4% | $12,998-99.1% | $269-57.0% |