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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $73,926 |
SMARTDOLLAR3 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $17,640 |
WILKINS MILLER3 years Service code 10 PO BOX 70047 · MOBILE, AL 36670 | Accounting | $13,280 |
ALIGHT SOLUTIONS LLC5 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $6,000 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,516 | $84,000+189.9% | $119,609+103.6% | $77,904+212.6% |
| Participation rate | 97.6% | 77.8%+19.7pp | 79.3%+18.3pp | 73.7%+23.9pp |
| Annual return | -16.89% | -11.59%-5.3pp | -14.97%-1.9pp | 12.21%-29.1pp |
| Employer contribution / active EE | $13,872 | $2,907+377.2% | $4,232+227.8% | $2,848+387.1% |
| Participant deferral / active EE | $9,117 | $4,705+93.8% | $5,602+62.8% | $4,806+89.7% |
| Admin fee / account holder | $65 | $116-44.2% | $10,323-99.4% | $133-51.3% |