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 |
|---|---|---|
Filed as: IRON CAPITAL ADVISORS INC. Service code 16 3355 LENOX ROAD · ATLANTA, GA 30326 | Consulting | $33,000 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 15 · EIN 35-0921680 | Recordkeeping | $23,125 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1481931 | Recordkeeping | $14,269 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 16 905 LILY CREEK ROAD · LOUISVILLE, KY 40243 | Consulting | $7,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,861 | $80,177+230.3% | $123,892+113.8% | $57,658+359.4% |
| Participation rate | 98.1% | 74.4%+23.6pp | 81.4%+16.7pp | 70.2%+27.8pp |
| Annual return | 7.55% | 17.90%-10.4pp | 47.52%-40.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $7,867 | $2,913+170.1% | $4,617+70.4% | $1,974+298.6% |
| Participant deferral / active EE | $7,224 | $5,130+40.8% | $5,984+20.7% | $3,061+136.0% |
| Admin fee / account holder | $158 | $106+48.8% | $8,357-98.1% | $95+67.3% |