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 10-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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $67,114 |
IMA WEALTH INC3 years Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $309 |
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 | $179,454 | $95,880+87.2% | $107,525+66.9% | $85,563+109.7% |
| Participation rate | 70.6% | 70.1%+0.5pp | 75.1%-4.5pp | 66.0%+4.6pp |
| Annual return | 16.57% | 68.06%-51.5pp | 181.32%-164.8pp | 31.51%-14.9pp |
| Employer contribution / active EE | $3,341 | $3,812-12.4% | $3,754-11.0% | $2,654+25.9% |
| Participant deferral / active EE | $6,870 | $4,201+63.5% | $5,116+34.3% | $4,375+57.0% |
| Admin fee / account holder | $173 | $1,025-83.1% | $8,919-98.1% | $834-79.2% |