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 Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1481931 | Recordkeeping | $7,135 |
Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,197 | $52,670+432.0% | $90,404+209.9% | $73,409+281.7% |
| Participation rate | 99.3% | 67.7%+31.6pp | 72.7%+26.6pp | 72.2%+27.1pp |
| Annual return | 13.70% | 20.70%-7.0pp | 1293.02%-1279.3pp | 59.29%-45.6pp |
| Employer contribution / active EE | $12,364 | $1,872+560.6% | $3,262+279.0% | $2,234+453.5% |
| Participant deferral / active EE | $11,385 | $2,807+305.6% | $3,963+187.2% | $3,805+199.2% |
| Admin fee / account holder | $9 | $117-92.2% | $5,611-99.8% | $158-94.2% |