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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $398,326 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $50,352 |
Service code 26 · EIN 46-2750136 | Advisory (Participants) | $15,807 |
CERDA MUNOZ ADVISORS INC3 years Service code 26 · EIN 46-4459677 | Advisory (Participants) | $7,496 |
Service code 26 · EIN 02-0691794 | Advisory (Participants) | $5,119 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $3,568 |
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 | $298,886 | $99,062+201.7% | $103,476+188.8% | $99,062+201.7% |
| Participation rate | 98.0% | 71.6%+26.4pp | 80.5%+17.5pp | 71.6%+26.4pp |
| Annual return | 16.01% | 17.66%-1.6pp | 23.90%-7.9pp | 17.66%-1.6pp |
| Employer contribution / active EE | $3,655 | $3,262+12.1% | $4,672-21.8% | $3,262+12.1% |
| Participant deferral / active EE | $12,512 | $5,331+134.7% | $6,623+88.9% | $5,331+134.7% |
| Admin fee / account holder | $39 | $109-64.6% | $9,413-99.6% | $109-64.6% |