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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $135,956 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $25,000 |
BDO USA, LLP3 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $15,645 |
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 | $83,959 | $105,247-20.2% | $87,100-3.6% | $77,787+7.9% |
| Participation rate | 95.4% | 85.8%+9.6pp | 76.9%+18.6pp | 73.2%+22.2pp |
| Annual return | 30.41% | 24.52%+5.9pp | 28.19%+2.2pp | 32.57%-2.2pp |
| Employer contribution / active EE | $3,451 | $2,895+19.2% | $2,521+36.9% | $2,504+37.8% |
| Participant deferral / active EE | $5,379 | $5,060+6.3% | $4,049+32.9% | $3,967+35.6% |
| Admin fee / account holder | $129 | $104+23.4% | $7,497-98.3% | $100+28.9% |