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 9-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 |
|---|---|---|
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,564 |
T ROWE PRICE RPS INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,176 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,047 | $68,719+195.5% | $91,541+121.8% | $84,808+139.4% |
| Participation rate | 91.8% | 64.5%+27.3pp | 69.8%+22.0pp | 68.3%+23.5pp |
| Annual return | 14.35% | 19.12%-4.8pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $13,318 | $1,920+593.7% | $2,505+431.7% | $2,631+406.2% |
| Participant deferral / active EE | $10,353 | $3,136+230.2% | $4,008+158.3% | $4,212+145.8% |
| Admin fee / account holder | $101 | $5,786-98.3% | $6,956-98.5% | $7,344-98.6% |