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 |
|---|---|---|
HIGHTOWER ADVISORS LLC1+ years Service code 16 10461 MILL RUN CIRCLE SUITE 830 · OWINGS MILLS, MD 21117 | Consulting | $45,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,923 |
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 | $156,078 | $71,802+117.4% | $133,980+16.5% | $57,658+170.7% |
| Participation rate | 97.9% | 85.5%+12.5pp | 87.1%+10.9pp | 70.2%+27.7pp |
| Annual return | 16.49% | 13.51%+3.0pp | 29.30%-12.8pp | 5.13%+11.4pp |
| Employer contribution / active EE | $5,454 | $3,161+72.5% | $5,211+4.7% | $1,974+176.3% |
| Participant deferral / active EE | $11,807 | $4,606+156.3% | $6,282+87.9% | $3,061+285.8% |
| Admin fee / account holder | $95 | $88+7.9% | $9,324-99.0% | $95+0.1% |