Filed January 12, 2021
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 INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $424,584 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $76,576 |
IGRAD2 years Filed as: IGRAD, LLC Service code 49 520 E STRAWBRIDGE AVE · MELBOURNE, FL 32901 | Other Services | $36,400 |
EIDE BAILLY LLP8+ years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $18,795 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,877 | $111,072-1.1% | $156,263-29.7% | $102,872+6.8% |
| Participation rate | 93.2% | 80.1%+13.1pp | 78.9%+14.3pp | 73.0%+20.2pp |
| Annual return | 18.29% | 16.98%+1.3pp | 59.47%-41.2pp | 19.06%-0.8pp |
| Employer contribution / active EE | $3,820 | $4,017-4.9% | $4,333-11.9% | $3,526+8.3% |
| Participant deferral / active EE | $8,559 | $5,455+56.9% | $6,158+39.0% | $5,535+54.6% |
| Admin fee / account holder | $87 | $120-27.6% | $14,255-99.4% | $292-70.2% |