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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $510,376 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $114,507 |
BDO USA, LLP4 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $36,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $246,366 | $182,927+34.7% | $200,582+22.8% | $117,739+109.2% |
| Participation rate | 87.8% | 92.5%-4.6pp | 86.9%+1.0pp | 76.6%+11.2pp |
| Annual return | 18.82% | 15.76%+3.1pp | 42.33%-23.5pp | 17.29%+1.5pp |
| Employer contribution / active EE | $12,637 | $5,985+111.1% | $6,419+96.9% | $3,746+237.4% |
| Participant deferral / active EE | $14,122 | $9,711+45.4% | $9,331+51.3% | $6,128+130.4% |
| Admin fee / account holder | $115 | $95+21.6% | $16,305-99.3% | $112+3.2% |