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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS INC Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $122,562 |
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OAKLAND, KS 66211 | Consulting | $68,000 |
WHITLEY PENN LLP2+ years Filed as: WHITLEY PENN Service code 10 640 TAYLOR STREET · FORT WORTH, TX 76102 | Accounting | $43,718 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,500 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $1,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,412 | $123,077+31.1% | $116,228+38.9% | $102,872+56.9% |
| Participation rate | 95.9% | 87.0%+8.9pp | 74.6%+21.3pp | 73.0%+22.9pp |
| Annual return | 15.22% | 15.84%-0.6pp | 90.06%-74.8pp | 19.06%-3.8pp |
| Employer contribution / active EE | $8,618 | $4,380+96.7% | $2,994+187.8% | $3,526+144.4% |
| Participant deferral / active EE | $7,691 | $6,746+14.0% | $4,953+55.3% | $5,535+39.0% |
| Admin fee / account holder | $179 | $115+55.1% | $11,989-98.5% | $292-38.8% |