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 |
|---|---|---|
LPL FINANCIAL1 year Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $42,308 |
WATKINS ROSS4+ years Filed as: WATKINS ROSS AND COMPANY Service code 15 · EIN 38-1477362 | Recordkeeping | $9,561 |
Filed as: CHARLES SCHWAB TRUST COMAPNY Service code 19 | Securities Custodian | $9,371 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $680 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,509 | $73,102+114.1% | $123,544+26.7% | $56,287+178.1% |
| Participation rate | 86.7% | 74.3%+12.4pp | 82.3%+4.4pp | 69.9%+16.9pp |
| Annual return | -7.10% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,797 | $2,977-6.0% | $4,628-39.6% | $2,111+32.5% |
| Participant deferral / active EE | $7,265 | $5,423+34.0% | $6,426+13.1% | $3,350+116.9% |
| Admin fee / account holder | $339 | $554-38.8% | $9,284-96.4% | $521-35.0% |