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 |
|---|---|---|
INSERO & CO. CPAS, LLP2+ years Service code 10 · EIN 47-5324570 2 STATE STREET SUITE 300 · ROCHESTER, NY 14614 | Accounting | $10,800 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $5,490 |
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 | $72,643 | $63,905+13.7% | $74,183-2.1% | $57,658+26.0% |
| Participation rate | 91.1% | 79.8%+11.3pp | 76.6%+14.4pp | 70.2%+20.8pp |
| Annual return | 7.88% | 60.60%-52.7pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,676 | $1,840+45.4% | $2,370+12.9% | $1,974+35.6% |
| Participant deferral / active EE | $4,764 | $3,448+38.1% | $3,550+34.2% | $3,061+55.6% |
| Admin fee / account holder | $21 | $91-76.9% | $5,586-99.6% | $95-77.8% |