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 INC8 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,736 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $25,750 |
BOYUM & BARENSCHEER PLLP1 year Service code 10 3050 METRO DRIVE · MINNEAPOLIS, MN 55425 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $31 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,399 | $99,078+52.8% | $96,544+56.8% | $74,419+103.4% |
| Participation rate | 94.0% | 80.7%+13.3pp | 76.0%+18.0pp | 70.7%+23.3pp |
| Annual return | 19.39% | 22.48%-3.1pp | 25.84%-6.4pp | 34.38%-15.0pp |
| Employer contribution / active EE | $3,375 | $2,570+31.3% | $2,965+13.8% | $2,637+28.0% |
| Participant deferral / active EE | $8,643 | $4,933+75.2% | $4,851+78.2% | $4,528+90.9% |
| Admin fee / account holder | $232 | $225+3.3% | $8,252-97.2% | $348-33.3% |