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 INC5 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $65,000 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,604 |
JGD & ASSOCIATES LLP5 years Filed as: JGD & ASSOCIATES, LLP Service code 10 9191 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92122 | Accounting | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,204 | $98,780+28.8% | $60,874+109.0% | $77,904+63.3% |
| Participation rate | 98.7% | 76.7%+22.0pp | 73.1%+25.5pp | 73.7%+25.0pp |
| Annual return | -18.82% | -11.56%-7.3pp | 16.90%-35.7pp | 12.21%-31.0pp |
| Employer contribution / active EE | $6,694 | $3,605+85.7% | $2,701+147.8% | $2,848+135.1% |
| Participant deferral / active EE | $8,004 | $4,200+90.6% | $3,817+109.7% | $4,806+66.5% |
| Admin fee / account holder | $79 | $89-11.3% | $3,224-97.6% | $133-40.7% |