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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $420,130 |
GRANT THORNTON LLP4 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $29,400 |
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $19,668 |
Service code 26 · EIN 46-4092037 | Advisory (Participants) | $10,350 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,812 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other com... | $1,735 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,819 | $99,062-5.3% | $177,989-47.3% | $99,062-5.3% |
| Participation rate | 95.5% | 71.6%+23.9pp | 77.1%+18.4pp | 71.6%+23.9pp |
| Annual return | 18.05% | 17.66%+0.4pp | 294.48%-276.4pp | 17.66%+0.4pp |
| Employer contribution / active EE | $4,498 | $3,262+37.9% | $3,949+13.9% | $3,262+37.9% |
| Participant deferral / active EE | $10,592 | $5,331+98.7% | $6,276+68.8% | $5,331+98.7% |
| Admin fee / account holder | $107 | $109-2.2% | $10,363-99.0% | $109-2.2% |