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 9-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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $6,152 |
THE VANGUARD GROUP, INC.3 years 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 | $154,702 | $92,897+66.5% | $90,782+70.4% | $56,287+174.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -4.18% | -2.59%-1.6pp | -3.42%-0.8pp | -9.96%+5.8pp |
| Employer contribution / active EE | $6,580 | $3,871+70.0% | $4,105+60.3% | $2,111+211.7% |
| Participant deferral / active EE | $11,163 | $5,551+101.1% | $5,366+108.0% | $3,350+233.2% |
| Admin fee / account holder | $73 | $440-83.3% | $5,908-98.8% | $521-85.9% |