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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $863,474 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $8,563 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,677 | $47,385-12.0% | $56,411-26.1% | $106,382-60.8% |
| Participation rate | 21.0% | 33.2%-12.2pp | 52.5%-31.5pp | 69.9%-48.9pp |
| Annual return | 16.07% | 17.29%-1.2pp | 1701.33%-1685.3pp | 17.37%-1.3pp |
| Employer contribution / active EE | $363 | $623-41.8% | $1,039-65.1% | $3,364-89.2% |
| Participant deferral / active EE | $832 | $1,440-42.3% | $1,952-57.4% | $5,569-85.1% |
| Admin fee / account holder | $60 | $78-23.7% | $2,829-97.9% | $79-24.8% |