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 |
|---|---|---|
BOULAY PLLP4+ years Service code 10 · EIN 41-0887288 7500 FLYING CLOUD DRIVE · MINNEAPOLIS, MN 55344 | Accounting | $12,950 |
T ROWE PRICE RPS INC3 years Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Other services; Other commissions; Se... | $1,170 |
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 | $118,309 | $65,118+81.7% | $76,768+54.1% | $55,725+112.3% |
| Participation rate | 91.6% | 79.6%+12.0pp | 77.0%+14.7pp | 70.9%+20.8pp |
| Annual return | -2.96% | -1.27%-1.7pp | 2.43%-5.4pp | 244.93%-247.9pp |
| Employer contribution / active EE | $2,570 | $1,941+32.4% | $2,485+3.4% | $2,078+23.7% |
| Participant deferral / active EE | $6,267 | $3,688+69.9% | $3,852+62.7% | $3,356+86.8% |
| Admin fee / account holder | $27 | $116-76.7% | $6,675-99.6% | $115-76.5% |