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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $59,857 |
AMERICAN FUNDS7 years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $38,000 |
DEAN DORTON ALLEN FORD, PLLC6 years Service code 10 106 W. VINE STREET · LEXINGTON, KY 40507 | Accounting | $26,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: FROST BROWN TODD LLC Service code 29 P.O. BOX 70087 · LOUISVILLE, KY 40270 | Legal | $16,733 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,955 | $55,416+295.1% | $75,972+188.2% | $77,643+182.0% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.1%+29.7pp | 70.6%+28.2pp |
| Annual return | 16.87% | 17.07%-0.2pp | 359.55%-342.7pp | 31.24%-14.4pp |
| Employer contribution / active EE | $6,118 | $1,788+242.3% | $2,685+127.9% | $2,726+124.4% |
| Participant deferral / active EE | $8,942 | $3,447+159.4% | $4,255+110.1% | $4,647+92.4% |
| Admin fee / account holder | $325 | $414-21.6% | $6,467-95.0% | $430-24.6% |