Filed June 30, 2021 (most recent of 2 filings on file)
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 | $43,678 |
RIVER AND MERCANTILE LLC3 years Service code 16 130 TURNER ST · WALTHAM, MA 02453 | Consulting | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,078 | $72,482+185.7% | $129,110+60.4% | $64,808+219.5% |
| Participation rate | 93.7% | 79.2%+14.4pp | 77.3%+16.4pp | 71.5%+22.2pp |
| Annual return | -16.77% | -9.08%-7.7pp | -10.94%-5.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $8,877 | $4,247+109.0% | $5,052+75.7% | $2,506+254.2% |
| Participant deferral / active EE | $7,027 | $5,679+23.7% | $6,542+7.4% | $4,310+63.0% |
| Admin fee / account holder | $88 | $144-38.9% | $14,302-99.4% | $188-53.1% |