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 | $398,843 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $32,282 |
LAGUNA WEALTH ADVISORS LLC2 years Service code 26 · EIN 46-2750136 | Advisory (Participants) | $18,199 |
Service code 26 · EIN 02-0691794 | Advisory (Participants) | $9,913 |
CERDA MUNOZ ADVISORS INC4 years Service code 26 · EIN 46-4459677 | Advisory (Participants) | $6,264 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,994 |
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 | $330,657 | $117,739+180.8% | $100,534+228.9% | $117,739+180.8% |
| Participation rate | 95.9% | 76.6%+19.2pp | 80.6%+15.2pp | 76.6%+19.2pp |
| Annual return | 12.79% | 17.29%-4.5pp | 32.66%-19.9pp | 17.29%-4.5pp |
| Employer contribution / active EE | $4,029 | $3,746+7.5% | $4,346-7.3% | $3,746+7.5% |
| Participant deferral / active EE | $13,751 | $6,128+124.4% | $6,144+123.8% | $6,128+124.4% |
| Admin fee / account holder | $40 | $112-63.9% | $7,654-99.5% | $112-63.9% |