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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $74,140 |
CROWE LLP5 years Filed as: CROWE HORWATH LLP Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $18,200 |
CURCIO WEBB3 years Filed as: CURCIO WEBB, LLC Service code 27 610 16TH STREET · OAKLAND, CA 94612 | Advisory (Plan) | $15,000 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $119 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,040 | $111,608-2.3% | $177,821-38.7% | $73,409+48.5% |
| Participation rate | 95.5% | 87.9%+7.6pp | 87.7%+7.8pp | 72.2%+23.3pp |
| Annual return | 7.86% | 18.23%-10.4pp | 48.32%-40.5pp | 59.29%-51.4pp |
| Employer contribution / active EE | $2,232 | $3,796-41.2% | $5,918-62.3% | $2,234-0.1% |
| Participant deferral / active EE | $6,125 | $6,199-1.2% | $7,714-20.6% | $3,805+61.0% |
| Admin fee / account holder | $138 | $166-16.4% | $12,427-98.9% | $158-12.3% |