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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $72,950 |
THE LAMPO GROUP, INC.1 year Filed as: LAMPO GROUP LLC Service code 16 1749 MALLORY LN · BRENTWOOD, TN 37027 | Consulting | $10,800 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $10,000 |
EVOLVE ATTESTATION SERVICES1 year Service code 10 4256 N ARLINGTON HEIGHTS ROAD · ARLINGTON HEIGHTS, IL 60004 | Accounting | $6,600 |
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 | $165,666 | $155,795+6.3% | $136,294+21.6% | $69,631+137.9% |
| Participation rate | 90.6% | 75.2%+15.3pp | 81.9%+8.6pp | 70.7%+19.9pp |
| Annual return | 19.30% | 232464.33%-232445.0pp | 5155.94%-5136.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $10,244 | $5,394+89.9% | $6,247+64.0% | $3,224+217.8% |
| Admin fee / account holder | $123 | $128-4.4% | $9,243-98.7% | $110+11.0% |