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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21231 | Recordkeeping | $464,011 |
CREATIVE PLANNING LLC3 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $78,000 |
WHITLEY PENN LLP4 years Service code 10 · EIN 75-2393478 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $38,640 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,461 | $67,679-34.3% | $155,509-71.4% | $99,062-55.1% |
| Participation rate | 80.3% | 67.2%+13.1pp | 78.2%+2.1pp | 71.6%+8.7pp |
| Annual return | 14.74% | 16.16%-1.4pp | 64.67%-49.9pp | 17.66%-2.9pp |
| Employer contribution / active EE | $1,513 | $2,268-33.3% | $4,672-67.6% | $3,262-53.6% |
| Participant deferral / active EE | $4,366 | $3,828+14.0% | $5,626-22.4% | $5,331-18.1% |
| Admin fee / account holder | $76 | $94-18.8% | $15,912-99.5% | $109-30.2% |