Filed February 16, 2021 (most recent of 5 filings on file)
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 3-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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $5,854 |
THE VANGUARD GROUP, INC.1 year Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,659 | $91,051+13.8% | $88,497+17.1% | $55,167+87.9% |
| Participation rate | 92.0% | 79.5%+12.5pp | 82.4%+9.6pp | 69.0%+23.0pp |
| Annual return | 6.73% | 9.63%-2.9pp | 7.63%-0.9pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,601 | $3,430-53.3% | $4,036-60.3% | $1,963-18.4% |
| Participant deferral / active EE | $8,268 | $4,954+66.9% | $4,899+68.8% | $3,054+170.7% |
| Admin fee / account holder | $60 | $539-88.8% | $6,220-99.0% | $504-88.0% |