Filed January 15, 2025 (most recent of 4 filings on file)
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 9-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 | $241,933 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 16 485 RAINIER BLVD NORTH · ISSAQUAH, WA 98027 | Consulting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,104 | $118,337-12.9% | $189,513-45.6% | $93,030+10.8% |
| Participation rate | 80.1% | 89.1%-9.0pp | 87.8%-7.7pp | 73.9%+6.2pp |
| Annual return | 16.14% | 21.77%-5.6pp | 555.15%-539.0pp | 158.70%-142.6pp |
| Employer contribution / active EE | $5,168 | $4,204+22.9% | $6,162-16.1% | $2,706+91.0% |
| Participant deferral / active EE | $5,468 | $7,123-23.2% | $8,221-33.5% | $4,562+19.8% |
| Admin fee / account holder | $101 | $100+1.7% | $12,045-99.2% | $152-33.1% |