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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,680 |
CETERA ADVISOR NETWORKS LLC3 years Service code 16 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Consulting | $15,000 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $185 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $0 |
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 | $89,413 | $52,953+68.9% | $172,739-48.2% | $65,185+37.2% |
| Participation rate | 88.5% | 66.2%+22.3pp | 82.6%+5.9pp | 70.2%+18.3pp |
| Annual return | 20.98% | 30.12%-9.1pp | 802.84%-781.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,395 | $2,190+9.4% | $5,143-53.4% | $2,177+10.0% |
| Participant deferral / active EE | $3,265 | $2,471+32.2% | $5,198-37.2% | $3,514-7.1% |
| Admin fee / account holder | $119 | $472-74.7% | $13,954-99.1% | $847-85.9% |