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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,129 |
KANSAS CHAPTER NECA2+ years Filed as: KANSAS STATE BANK Service code 27 3200 E CAMELBACK RD · PHOENIX, AZ 85018 | Advisory (Plan) | $51,000 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $131 |
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 | $249,930 | $155,795+60.4% | $136,294+83.4% | $69,631+258.9% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 21.67% | 232464.33%-232442.7pp | 5155.94%-5134.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $9,760 | $2,991+226.3% | $4,695+107.9% | $2,032+380.3% |
| Participant deferral / active EE | $10,079 | $5,394+86.9% | $6,247+61.3% | $3,224+212.6% |
| Admin fee / account holder | $337 | $128+162.8% | $9,243-96.4% | $110+205.2% |