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 |
|---|---|---|
ARMANINO LLP5 years Service code 10 PO BOX 398285 · SAN FRANCISCO, CA 94139 | Accounting | $19,380 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $13,360 |
TROUTMAN SANDERS LLP5 years Service code 29 PO BOX 933652 · ATLANTA, GA 31193 | Legal | $8,236 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,191 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,988 | $185,342-46.1% | $111,297-10.2% | $86,799+15.2% |
| Participation rate | 93.2% | 81.0%+12.3pp | 77.3%+15.9pp | 72.3%+21.0pp |
| Annual return | 30.77% | 500.80%-470.0pp | 54.65%-23.9pp | 97.91%-67.1pp |
| Employer contribution / active EE | $3,185 | $2,246+41.8% | $2,731+16.6% | $2,405+32.4% |
| Participant deferral / active EE | $6,920 | $4,458+55.2% | $4,487+54.2% | $4,131+67.5% |
| Admin fee / account holder | $52 | $255-79.5% | $7,964-99.3% | $170-69.2% |