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 LLP6 years Service code 10 PO BOX 398285 · SAN FRANCISCO, CA 94139 | Accounting | $19,380 |
TROUTMAN SANDERS LLP6 years Service code 29 PO BOX 933652 · ATLANTA, GA 31193 | Legal | $14,357 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $11,012 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,694 | $72,254+4.8% | $86,677-12.7% | $64,808+16.8% |
| Participation rate | 92.4% | 80.4%+12.0pp | 76.6%+15.8pp | 71.5%+20.9pp |
| Annual return | -15.05% | 392.42%-407.5pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,265 | $2,393+36.4% | $2,836+15.1% | $2,506+30.3% |
| Participant deferral / active EE | $7,246 | $4,658+55.6% | $4,656+55.6% | $4,310+68.1% |
| Admin fee / account holder | $58 | $174-66.7% | $7,493-99.2% | $188-69.2% |