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 6-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $158,507 |
MORTON CAPITAL MANAGEMENT5 years Filed as: MORTON CAPITAL MANAGEMENT LLC Service code 26 · EIN 30-0798181 | Advisory (Participants) | $84,968 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $18,856 |
AMERICAN FUNDS5 years Filed as: PARK CAPITAL GROUP INC Service code 26 · EIN 46-1311416 | Advisory (Participants) | $11,533 |
Filed as: ULRICH CONSULTING AND INVESTMENT Service code 26 · EIN 85-4345180 | Advisory (Participants) | $11,230 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,995 | $53,136+73.1% | $155,509-40.8% | $199,593-53.9% |
| Participation rate | 76.5% | 64.1%+12.4pp | 78.2%-1.7pp | 72.0%+4.5pp |
| Annual return | 13.33% | 41.15%-27.8pp | 64.67%-51.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $10,931 | $1,851+490.5% | $4,672+133.9% | $3,034+260.3% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $38 | $185-79.4% | $15,912-99.8% | $269-85.8% |