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 | $126,361 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $25,000 |
BDO USA, LLP2 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $14,910 |
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 | $68,898 | $78,852-12.6% | $76,768-10.3% | $75,289-8.5% |
| Participation rate | 91.9% | 85.0%+6.9pp | 77.0%+15.0pp | 72.4%+19.5pp |
| Annual return | -4.10% | -1.29%-2.8pp | 2.43%-6.5pp | -0.04%-4.1pp |
| Employer contribution / active EE | $3,193 | $2,794+14.3% | $2,485+28.5% | $2,405+32.8% |
| Participant deferral / active EE | $4,792 | $4,800-0.2% | $3,852+24.4% | $3,739+28.2% |
| Admin fee / account holder | $127 | $79+60.2% | $6,675-98.1% | $102+23.7% |