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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP Service code 16 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $28,500 |
DEAN DORTON ALLEN FORD, PLLC2 years Service code 10 106 W. VINE STREET · LEXINGTON, KY 40507 | Accounting | $18,000 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,047 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $90 |
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 | $180,037 | $51,288+251.0% | $81,983+119.6% | $73,409+145.3% |
| Participation rate | 98.5% | 64.0%+34.5pp | 69.2%+29.3pp | 72.2%+26.3pp |
| Annual return | 20.02% | 29.48%-9.5pp | 41.31%-21.3pp | 59.29%-39.3pp |
| Employer contribution / active EE | $5,622 | $1,487+278.1% | $2,498+125.0% | $2,234+151.7% |
| Participant deferral / active EE | $8,302 | $2,715+205.8% | $3,722+123.0% | $3,805+118.2% |
| Admin fee / account holder | $92 | $125-26.4% | $5,664-98.4% | $158-41.6% |