Filed January 3, 2025 (most recent of 3 filings on file)
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 | $86,755 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $65,086 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS US LTD Service code 16 PO BOX 95000 · PHILADELPHIA, PA 19195 | Consulting | $709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,093 | $67,512-65.8% | $185,823-87.6% | $93,030-75.2% |
| Participation rate | 84.0% | 67.1%+16.9pp | 81.7%+2.3pp | 73.9%+10.1pp |
| Annual return | 16.86% | 21.04%-4.2pp | 122.05%-105.2pp | 158.70%-141.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,071 | $3,035+1.2% | $5,568-44.8% | $4,562-32.7% |
| Admin fee / account holder | $45 | $318-86.0% | $16,237-99.7% | $152-70.6% |