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 6-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $336,974 |
Filed as: HAWTHORN, WAYMOUTH & CARROLL LLP Service code 10 8545 UNITED PLAZA BLVD · BATON ROUGE, LA 70809 | Accounting | $25,000 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $20,000 |
CREATIVE PLANNING LLC1 year Service code 27 5454 W. 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,000 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,199 | $63,321-44.4% | $68,791-48.8% | $77,904-54.8% |
| Participation rate | 89.9% | 71.1%+18.8pp | 69.0%+20.9pp | 73.7%+16.2pp |
| Annual return | -15.70% | -6.50%-9.2pp | -6.38%-9.3pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,917 | $2,794-31.4% | $2,655-27.8% | $2,848-32.7% |
| Participant deferral / active EE | $3,705 | $4,029-8.1% | $3,941-6.0% | $4,806-22.9% |
| Admin fee / account holder | $87 | $104-16.1% | $4,932-98.2% | $133-34.0% |