Filed June 25, 2015
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 8-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 INC4+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1714114 | Bank Trustee | $4,350 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,925 | $82,093+146.0% | $379,746-46.8% | $73,409+175.1% |
| Participation rate | 96.2% | 76.8%+19.4pp | 78.4%+17.7pp | 72.2%+24.0pp |
| Annual return | 16.67% | 18.89%-2.2pp | 34.90%-18.2pp | 59.29%-42.6pp |
| Employer contribution / active EE | $6,698 | $2,847+135.3% | $3,540+89.2% | $2,234+199.9% |
| Participant deferral / active EE | $9,557 | $4,697+103.5% | $6,024+58.6% | $3,805+151.1% |
| Admin fee / account holder | $6 | $128-95.3% | $7,927-99.9% | $158-96.2% |