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 INC6+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1714114 | Bank Trustee | $4,850 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,229 | $74,188+122.7% | $115,756+42.7% | $64,808+155.0% |
| Participation rate | 94.3% | 76.2%+18.1pp | 77.1%+17.2pp | 71.5%+22.9pp |
| Annual return | -17.17% | -11.81%-5.4pp | 143.14%-160.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $6,685 | $3,365+98.7% | $3,793+76.3% | $2,506+166.8% |
| Participant deferral / active EE | $9,232 | $5,294+74.4% | $6,254+47.6% | $4,310+114.2% |
| Admin fee / account holder | $6 | $148-95.9% | $8,124-99.9% | $188-96.8% |