Filed November 29, 2023
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 | $57,789 |
SMARTDOLLAR2 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $15,648 |
WILKINS MILLER2 years Service code 10 PO BOX 70047 · MOBILE, AL 36670 | Accounting | $11,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,257 | $91,746+234.9% | $146,665+109.5% | $93,030+230.3% |
| Participation rate | 97.2% | 80.9%+16.3pp | 80.1%+17.1pp | 73.9%+23.3pp |
| Annual return | 13.93% | 18.28%-4.4pp | 22.74%-8.8pp | 158.70%-144.8pp |
| Employer contribution / active EE | $13,628 | $2,815+384.2% | $4,136+229.5% | $2,706+403.7% |
| Participant deferral / active EE | $8,996 | $4,589+96.0% | $5,506+63.4% | $4,562+97.2% |
| Admin fee / account holder | $55 | $101-45.2% | $10,280-99.5% | $152-63.4% |