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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,109 |
AMERICAN FUNDS5 years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $38,000 |
DEAN DORTON ALLEN FORD, PLLC4 years Service code 10 106 W. VINE STREET · LEXINGTON, KY 40507 | Accounting | $20,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $14 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,667 | $44,764+247.7% | $68,791+126.3% | $64,808+140.2% |
| Participation rate | 97.5% | 64.8%+32.7pp | 69.0%+28.4pp | 71.5%+26.0pp |
| Annual return | -19.20% | -10.91%-8.3pp | -6.38%-12.8pp | 32.82%-52.0pp |
| Employer contribution / active EE | $5,642 | $1,775+217.8% | $2,655+112.5% | $2,506+125.2% |
| Participant deferral / active EE | $8,249 | $3,238+154.8% | $3,941+109.3% | $4,310+91.4% |
| Admin fee / account holder | $220 | $151+45.5% | $4,932-95.5% | $188+17.2% |