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 | $678,988 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $66,250 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,724 |
GRANT THORNTON LLP2 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,034 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,654 | $78,044-13.3% | $159,960-57.7% | $78,044-13.3% |
| Participation rate | 94.9% | 74.4%+20.4pp | 78.0%+16.9pp | 74.4%+20.4pp |
| Annual return | -17.91% | 10.87%-28.8pp | 408.60%-426.5pp | 10.87%-28.8pp |
| Employer contribution / active EE | $4,420 | $3,125+41.4% | $4,226+4.6% | $3,125+41.4% |
| Participant deferral / active EE | $9,079 | $5,084+78.6% | $6,182+46.8% | $5,084+78.6% |
| Admin fee / account holder | $172 | $79+117.5% | $8,698-98.0% | $79+117.5% |