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 INC1 year Filed as: T. ROWE PROCE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $124,410 |
LPL FINANCIAL1 year Service code 28 · EIN 95-2834236 | Investment Management | $32,413 |
BDO USA, LLP1 year Filed as: BDO Service code 28 · EIN 56-3413348 | Investment Management | $28,536 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 28 · EIN 82-3719843 | Investment Management | $11,785 |
AMERICAN REALTY ADVISORS1 year Filed as: AM FUNDS AMERICAN Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NEW Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
NUVEEN1 year Service code 28 | Investment Management | $0 |
Filed as: SCHWAB Service code 28 1211 SOUTHWEST 5TH AVE., SUITE 1900 · PORTLAND, OR 97204 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,000 | $89,436-43.0% | $164,813-69.1% | $77,643-34.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 78.6%+17.2pp | 70.6%+25.2pp |
| Annual return | 13.27% | 28.83%-15.6pp | 69.93%-56.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,080 | $2,569+19.9% | $4,341-29.0% | $2,726+13.0% |
| Participant deferral / active EE | $3,978 | $4,897-18.8% | $6,031-34.0% | $4,647-14.4% |
| Admin fee / account holder | $327 | $339-3.6% | $12,690-97.4% | $430-23.9% |