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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $99,526 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC ADV SERVICES LLC Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $65,000 |
JGD & ASSOCIATES LLP3 years Filed as: JGD & ASSOCIATES, LLP Service code 10 9191 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92122 | Accounting | $25,000 |
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 | $150,332 | $105,581+42.4% | $70,449+113.4% | $90,288+66.5% |
| Participation rate | 98.1% | 77.5%+20.6pp | 75.1%+23.1pp | 73.4%+24.8pp |
| Annual return | 15.91% | 14.78%+1.1pp | 109.03%-93.1pp | 53.97%-38.1pp |
| Employer contribution / active EE | $3,836 | $3,304+16.1% | $2,737+40.2% | $2,524+52.0% |
| Participant deferral / active EE | $7,156 | $3,813+87.7% | $3,709+92.9% | $4,232+69.1% |
| Admin fee / account holder | $123 | $68+81.8% | $3,845-96.8% | $114+7.6% |