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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,837 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $22,699 |
Filed as: BRAND ASSET MANAGEMENT GROUP I Service code 26 · EIN 43-1601121 | Advisory (Participants) | $20,214 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $413 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,425 | $82,202+102.5% | $125,339+32.8% | $64,808+156.8% |
| Participation rate | 94.5% | 77.9%+16.7pp | 82.4%+12.2pp | 71.5%+23.1pp |
| Annual return | -13.91% | 3.48%-17.4pp | 572.05%-586.0pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,805 | $3,615+32.9% | $4,814-0.2% | $2,506+91.8% |
| Participant deferral / active EE | $7,551 | $7,175+5.2% | $7,446+1.4% | $4,310+75.2% |
| Admin fee / account holder | $271 | $163+65.8% | $10,010-97.3% | $188+44.2% |