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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $202,552 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $31,621 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $9,365 |
WILSEY ASSET MANAGEMENT3 years Filed as: WILSEY ASSET MANAGEMENT INC Service code 26 · EIN 45-5139913 | Advisory (Participants) | $6,317 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,737 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $1,945 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,464 | $102,872+278.6% | $100,534+287.4% | $102,872+278.6% |
| Participation rate | 95.0% | 73.0%+22.0pp | 80.6%+14.4pp | 73.0%+22.0pp |
| Annual return | 12.74% | 19.06%-6.3pp | 32.66%-19.9pp | 19.06%-6.3pp |
| Employer contribution / active EE | $4,817 | $3,526+36.6% | $4,346+10.8% | $3,526+36.6% |
| Participant deferral / active EE | $18,295 | $5,535+230.5% | $6,144+197.8% | $5,535+230.5% |
| Admin fee / account holder | $35 | $292-87.9% | $7,654-99.5% | $292-87.9% |