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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,262 |
KANSAS CHAPTER NECA1+ years Filed as: KANSAS STATE BANK Service code 16 FBO MILLERRUSSELL ASO LLC OPER ACCT · PHOENIX, AZ 85018 | Consulting | $51,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,726 | $80,177+170.3% | $123,892+74.9% | $57,658+275.9% |
| Participation rate | 98.0% | 74.4%+23.6pp | 81.4%+16.6pp | 70.2%+27.8pp |
| Annual return | 8.52% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $9,517 | $2,913+226.8% | $4,617+106.1% | $1,974+382.2% |
| Participant deferral / active EE | $9,596 | $5,130+87.1% | $5,984+60.4% | $3,061+213.5% |
| Admin fee / account holder | $351 | $106+229.7% | $8,357-95.8% | $95+270.8% |