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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $84,242 |
ELLWOOD ASSOCIATES4 years Filed as: ELLWOOD ASSOC. Service code 16 33 WEST MONROE · CHICAGO, IL 60603 | Consulting | $14,296 |
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 | $142,407 | $52,670+170.4% | $90,404+57.5% | $73,409+94.0% |
| Participation rate | 98.4% | 67.7%+30.8pp | 72.7%+25.8pp | 72.2%+26.3pp |
| Annual return | 16.14% | 20.70%-4.6pp | 1293.02%-1276.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $7,059 | $1,872+277.2% | $3,262+116.4% | $2,234+216.1% |
| Participant deferral / active EE | $8,295 | $2,807+195.5% | $3,963+109.3% | $3,805+118.0% |
| Admin fee / account holder | $115 | $117-1.6% | $5,611-98.0% | $158-27.2% |