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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,148 |
AMERICAN FUNDS6 years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $38,000 |
DEAN DORTON ALLEN FORD, PLLC5 years Service code 10 106 W. VINE STREET · LEXINGTON, KY 40507 | Accounting | $18,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,978 | $49,693+280.3% | $70,515+168.0% | $74,419+153.9% |
| Participation rate | 98.5% | 64.7%+33.8pp | 68.3%+30.1pp | 70.7%+27.8pp |
| Annual return | 22.43% | 21.22%+1.2pp | 32.77%-10.3pp | 34.38%-12.0pp |
| Employer contribution / active EE | $5,720 | $1,773+222.6% | $2,973+92.4% | $2,637+116.9% |
| Participant deferral / active EE | $8,215 | $3,376+143.4% | $4,567+79.9% | $4,528+81.4% |
| Admin fee / account holder | $268 | $316-15.2% | $6,412-95.8% | $348-23.0% |