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 FINANCIAL7 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $40,324 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $32,182 |
Service code 10 4800 ROBERTS RD · COLUMBUS, OH 43228 | Accounting | $14,250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,065 | $101,317+86.6% | $146,958+28.7% | $74,495+153.8% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 11.18% | 8730.91%-8719.7pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,543 | $3,810-33.3% | $4,933-48.4% | $2,623-3.0% |
| Participant deferral / active EE | $11,487 | $7,303+57.3% | $8,070+42.3% | $4,346+164.3% |
| Admin fee / account holder | $471 | $1,739-72.9% | $12,998-96.4% | $1,942-75.7% |