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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $79,918 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $22,893 |
CROWE LLP2 years Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $16,500 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 27 610 16TH STREET · OAKLAND, CA 94612 | Advisory (Plan) | $16,077 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $403 |
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 | $87,605 | $80,005+9.5% | $140,016-37.4% | $55,725+57.2% |
| Participation rate | 95.3% | 87.0%+8.3pp | 87.5%+7.8pp | 70.9%+24.5pp |
| Annual return | -2.24% | 0.46%-2.7pp | 651.12%-653.4pp | 244.93%-247.2pp |
| Employer contribution / active EE | $1,843 | $3,403-45.8% | $5,606-67.1% | $2,078-11.3% |
| Participant deferral / active EE | $5,140 | $5,264-2.3% | $6,927-25.8% | $3,356+53.2% |
| Admin fee / account holder | $166 | $116+43.3% | $10,705-98.5% | $115+44.0% |