Filed May 19, 2023 (most recent of 2 filings on file)
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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,472 |
CJG PARTNERS LLP1 year Service code 10 1101 PERIMETER DR · SCHAUMBURG, IL 60173 | Accounting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,295 | $185,342-23.8% | $111,297+27.0% | $86,799+62.8% |
| Participation rate | 91.4% | 81.0%+10.4pp | 77.3%+14.0pp | 72.3%+19.1pp |
| Annual return | 13.31% | 500.80%-487.5pp | 54.65%-41.3pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,933 | $2,246+30.6% | $2,731+7.4% | $2,405+21.9% |
| Participant deferral / active EE | $5,963 | $4,458+33.7% | $4,487+32.9% | $4,131+44.3% |
| Admin fee / account holder | $163 | $255-36.4% | $7,964-98.0% | $170-4.1% |