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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $49,596 |
CJG PARTNERS LLP4 years Service code 10 1101 PERIMETER DR · SCHAUMBURG, IL 60173 | Accounting | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,343 | $88,890+72.5% | $102,423+49.7% | $77,643+97.5% |
| Participation rate | 98.3% | 80.9%+17.3pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 12.10% | 24.98%-12.9pp | 29.32%-17.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $3,923 | $2,698+45.4% | $3,023+29.8% | $2,726+43.9% |
| Participant deferral / active EE | $7,652 | $5,145+48.7% | $5,053+51.4% | $4,647+64.7% |
| Admin fee / account holder | $156 | $235-33.8% | $9,451-98.3% | $430-63.8% |