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 |
|---|---|---|
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 P.O. BOX 640382 · PITTSBURGH, PA 152640382 | Accounting | $8,904 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 04-3583801 | Recordkeeping | $6,492 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $996 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $420 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $155,729 | $44,059+253.5% | $71,671+117.3% | $69,631+123.6% |
| Participation rate | 97.8% | 60.8%+37.0pp | 68.7%+29.0pp | 70.7%+27.1pp |
| Annual return | 19.16% | 21.97%-2.8pp | 20.65%-1.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $5,563 | $1,305+326.4% | $2,460+126.2% | $2,032+173.8% |
| Participant deferral / active EE | $7,455 | $2,370+214.6% | $3,438+116.9% | $3,224+131.3% |
| Admin fee / account holder | $30 | $108-71.8% | $5,558-99.5% | $110-72.5% |