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 INC2+ years Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $55,000 |
T ROWE PRICE RPS INC2+ 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 | $98,203 | $85,199+15.3% | $57,179+71.7% | $63,975+53.5% |
| Participation rate | 96.2% | 74.0%+22.2pp | 75.3%+20.8pp | 71.1%+25.1pp |
| Annual return | 13.18% | 10.43%+2.8pp | 14.59%-1.4pp | 48.65%-35.5pp |
| Employer contribution / active EE | $4,524 | $3,446+31.3% | $2,682+68.7% | $2,182+107.4% |
| Participant deferral / active EE | $4,781 | $3,109+53.8% | $3,096+54.4% | $3,356+42.4% |
| Admin fee / account holder | $36 | $39-5.8% | $3,139-98.8% | $70-48.3% |