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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $130,507 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $30,000 |
MOSS ADAMS LLP9+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $28 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,337 | $52,660+75.3% | $86,612+6.6% | $80,160+15.2% |
| Participation rate | 98.0% | 62.4%+35.6pp | 71.7%+26.3pp | 72.9%+25.1pp |
| Annual return | 16.57% | 24.87%-8.3pp | 591.07%-574.5pp | 40.38%-23.8pp |
| Employer contribution / active EE | $2,729 | $2,140+27.5% | $3,022-9.7% | $2,978-8.4% |
| Participant deferral / active EE | $8,592 | $3,215+167.2% | $4,438+93.6% | $5,017+71.2% |
| Admin fee / account holder | $160 | $113+41.7% | $5,614-97.2% | $145+10.3% |