Filed January 8, 2021
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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,692 |
INSERO & CO. CPAS, LLP1+ years Service code 10 · EIN 47-5324570 | Accounting | $10,800 |
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 | $67,866 | $72,770-6.7% | $67,652+0.3% | $55,191+23.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.4pp | 69.2%+20.9pp |
| Annual return | 0.51% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,543 | $1,769+43.7% | $2,266+12.3% | $1,899+33.9% |
| Participant deferral / active EE | $4,465 | $3,408+31.0% | $3,560+25.4% | $3,046+46.6% |
| Admin fee / account holder | $31 | $79-61.2% | $4,821-99.4% | $91-66.3% |