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 | $75,529 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $63,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $7,700 |
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 | $35,072 | $44,734-21.6% | $99,443-64.7% | $67,579-48.1% |
| Participation rate | 94.6% | 66.2%+28.4pp | 73.8%+20.8pp | 71.3%+23.3pp |
| Annual return | 23.74% | 32.45%-8.7pp | 30.72%-7.0pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,481 | $1,261+17.5% | $2,540-41.7% | $2,148-31.0% |
| Participant deferral / active EE | $3,583 | $2,731+31.2% | $3,619-1.0% | $3,539+1.2% |
| Admin fee / account holder | $206 | $120+71.8% | $6,250-96.7% | $142+44.4% |