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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $153,034 |
ELLWOOD ASSOCIATES2 years Filed as: ELLWOOD ASSOC. Service code 16 33 WEST MONROE · CHICAGO, IL 60603 | Consulting | $50,000 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $14,500 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $13,091 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage c... | $2,529 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,065 | $127,481+147.9% | $149,696+111.1% | $90,288+250.1% |
| Participation rate | 98.9% | 78.2%+20.7pp | 82.5%+16.4pp | 73.4%+25.5pp |
| Annual return | 15.70% | 57.78%-42.1pp | 276.60%-260.9pp | 53.97%-38.3pp |
| Employer contribution / active EE | $10,722 | $3,448+211.0% | $4,644+130.9% | $2,524+324.8% |
| Participant deferral / active EE | $12,951 | $6,975+85.7% | $6,842+89.3% | $4,232+206.0% |
| Admin fee / account holder | $78 | $152-48.6% | $9,309-99.2% | $114-31.6% |