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 5-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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $286,140 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $376 |
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 | $99,288 | $122,186-18.7% | $146,958-32.4% | $199,593-50.3% |
| Participation rate | 98.2% | 78.3%+19.9pp | 82.2%+16.0pp | 72.0%+26.2pp |
| Annual return | 15.57% | 30.56%-15.0pp | 418.34%-402.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,457 | $4,093+8.9% | $4,933-9.6% | $3,034+46.9% |
| Participant deferral / active EE | $9,020 | $8,502+6.1% | $8,070+11.8% | $5,087+77.3% |
| Admin fee / account holder | $63 | $179-64.6% | $12,998-99.5% | $269-76.5% |