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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,323 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $46 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $218,721 | $46,297+372.4% | $71,671+205.2% | $62,292+251.1% |
| Participation rate | 94.2% | 60.6%+33.5pp | 68.7%+25.4pp | 69.5%+24.7pp |
| Annual return | 16.39% | 22.32%-5.9pp | 20.65%-4.3pp | 28.90%-12.5pp |
| Employer contribution / active EE | $10,289 | $1,412+628.8% | $2,460+318.3% | $2,042+403.8% |
| Participant deferral / active EE | $6,733 | $2,235+201.2% | $3,438+95.9% | $3,169+112.5% |
| Admin fee / account holder | $76 | $461-83.4% | $5,558-98.6% | $479-84.1% |