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 |
|---|---|---|
ABBOTT, STRINGHAM & LYNCH6+ years Filed as: ABBOTT, LIVINGS, SMITH & HIGGINS PC Service code 10 2501 TWENTIETH PLACE SOUTH · BIRMINGHAM, AL 35223 | Accounting | $17,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,869 |
OLSHAN FROME WOLOSKY LLP6+ years Filed as: OLSHAN Service code 29 65 EAST 55TH STREET · NEW YORK, NY 10022 | Legal | $15,770 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,824 | $55,636+429.9% | $81,983+259.6% | $73,488+301.2% |
| Participation rate | 94.4% | 62.3%+32.1pp | 69.2%+25.2pp | 70.7%+23.7pp |
| Annual return | 12.20% | 19.07%-6.9pp | 41.31%-29.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $4,029 | $1,625+148.0% | $2,498+61.3% | $2,270+77.5% |
| Participant deferral / active EE | $8,805 | $2,762+218.8% | $3,722+136.6% | $3,740+135.5% |
| Admin fee / account holder | $269 | $493-45.5% | $5,664-95.3% | $513-47.6% |