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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $387,478 |
FINANCIAL DESIGNS, INC5 years Filed as: FINANCIAL DESIGNS CORPORATION Service code 26 · EIN 95-3688571 | Advisory (Participants) | $6,888 |
CERDA MUNOZ ADVISORS INC2 years Service code 26 · EIN 46-4459677 | Advisory (Participants) | $6,594 |
Service code 26 · EIN 27-3616371 | Advisory (Participants) | $5,557 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $5,178 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $68 |
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 | $256,355 | $103,482+147.7% | $112,887+127.1% | $103,482+147.7% |
| Participation rate | 98.0% | 73.3%+24.7pp | 80.5%+17.5pp | 73.3%+24.7pp |
| Annual return | 13.36% | 33.11%-19.7pp | 34.10%-20.7pp | 33.11%-19.7pp |
| Employer contribution / active EE | $3,509 | $3,208+9.4% | $4,563-23.1% | $3,208+9.4% |
| Participant deferral / active EE | $12,017 | $5,207+130.8% | $6,513+84.5% | $5,207+130.8% |
| Admin fee / account holder | $37 | $114-67.6% | $7,047-99.5% | $114-67.6% |