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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $117,259 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $22,500 |
MOSS ADAMS LLP8+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $18,375 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $97 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,187 | $43,113+86.0% | $82,719-3.1% | $77,904+2.9% |
| Participation rate | 97.9% | 63.8%+34.0pp | 72.6%+25.3pp | 73.7%+24.2pp |
| Annual return | -14.28% | 2.60%-16.9pp | 701.18%-715.5pp | 12.21%-26.5pp |
| Employer contribution / active EE | $2,755 | $1,924+43.1% | $3,009-8.5% | $2,848-3.3% |
| Participant deferral / active EE | $8,242 | $3,057+169.6% | $4,395+87.5% | $4,806+71.5% |
| Admin fee / account holder | $156 | $102+52.5% | $5,329-97.1% | $133+17.7% |