Filed June 7, 2022
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 4-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 | $90,760 |
ARMANINO LLP1 year Service code 16 PO BOX 398285 · SAN FRANCISCO, CA 94139 | Consulting | $17,325 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,134 | $99,078-50.4% | $96,544-49.1% | $74,419-34.0% |
| Participation rate | 71.1% | 80.7%-9.6pp | 76.0%-4.9pp | 70.7%+0.4pp |
| Annual return | 16.76% | 22.48%-5.7pp | 25.84%-9.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $710 | $2,570-72.4% | $2,965-76.0% | $2,637-73.1% |
| Participant deferral / active EE | $2,438 | $4,933-50.6% | $4,851-49.7% | $4,528-46.2% |
| Admin fee / account holder | $122 | $225-45.7% | $8,252-98.5% | $348-64.9% |