Filed December 21, 2023
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 |
|---|---|---|
NFP RETIREMENT INC1+ years Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $55,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,486 | $112,772-26.0% | $57,343+45.6% | $59,188+41.1% |
| Participation rate | 96.9% | 71.3%+25.6pp | 75.1%+21.9pp | 69.4%+27.5pp |
| Annual return | 1.31% | 0.85%+0.5pp | 24.39%-23.1pp | 5.51%-4.2pp |
| Employer contribution / active EE | $3,827 | $3,400+12.5% | $2,689+42.3% | $2,098+82.4% |
| Participant deferral / active EE | $3,957 | $3,010+31.5% | $3,162+25.1% | $3,265+21.2% |
| Admin fee / account holder | $35 | $144-75.5% | $3,356-98.9% | $92-61.7% |