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 | $105,648 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $98,265 |
Filed as: HALBERT HARGROVE GLOBAL ADVISO Service code 26 · EIN 33-0804608 | Advisory (Participants) | $63,152 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $31,115 |
Service code 10 100 E CORSON STREET · PASADENA, CA 91103 | Accounting | $24,500 |
GERBER KAWASAKI WEALTH &3 years Service code 26 · EIN 27-2274173 | Advisory (Participants) | $11,426 |
UKG INC1 year Service code 14 2250 N COMMERCE PARKWAY · WESTON, FL 33326 | Plan Administrator | $7,500 |
CONQUIS FINANCIAL LLC1 year Service code 26 · EIN 87-4659168 | Advisory (Participants) | $6,881 |
Service code 26 · EIN 82-2324025 | Advisory (Participants) | $6,283 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $2,396 |
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 | $372,750 | $107,459+246.9% | $135,903+174.3% | $80,160+365.0% |
| Participation rate | 84.5% | 78.0%+6.4pp | 81.9%+2.6pp | 72.9%+11.6pp |
| Annual return | 19.59% | 91.91%-72.3pp | 68.23%-48.6pp | 40.38%-20.8pp |
| Employer contribution / active EE | $11,215 | $3,877+189.3% | $4,856+130.9% | $2,978+276.6% |
| Participant deferral / active EE | $14,316 | $8,195+74.7% | $7,758+84.5% | $5,017+185.3% |
| Admin fee / account holder | $171 | $127+34.5% | $10,762-98.4% | $145+17.8% |