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 |
|---|---|---|
DELAP LLP4 years Filed as: DELAP Service code 10 5885 MEADOWS RD · LAKE OSWEGO, OR 97035 | Accounting | $16,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,426 |
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 | $93,620 | $69,159+35.4% | $125,175-25.2% | $67,579+38.5% |
| Participation rate | 92.3% | 78.2%+14.1pp | 79.8%+12.5pp | 71.3%+21.0pp |
| Annual return | 22.13% | 27.12%-5.0pp | 43.79%-21.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $2,729 | $2,023+34.9% | $3,865-29.4% | $2,148+27.1% |
| Participant deferral / active EE | $5,985 | $3,700+61.8% | $4,937+21.2% | $3,539+69.1% |
| Admin fee / account holder | $38 | $142-73.4% | $9,702-99.6% | $142-73.5% |