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 | $78,018 |
ELLWOOD ASSOCIATES3 years Filed as: ELLWOOD ASSOC. Service code 16 33 WEST MONROE · CHICAGO, IL 60603 | Consulting | $16,250 |
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 | $120,342 | $54,237+121.9% | $90,281+33.3% | $67,579+78.1% |
| Participation rate | 97.4% | 68.6%+28.8pp | 73.3%+24.1pp | 71.3%+26.1pp |
| Annual return | 23.11% | 37.27%-14.2pp | 78.10%-55.0pp | 378.56%-355.4pp |
| Employer contribution / active EE | $6,653 | $1,846+260.4% | $2,854+133.1% | $2,148+209.8% |
| Participant deferral / active EE | $7,475 | $2,625+184.7% | $3,885+92.4% | $3,539+111.2% |
| Admin fee / account holder | $110 | $123-11.0% | $5,351-97.9% | $142-22.8% |