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 |
|---|---|---|
Service code 15 · EIN 26-2824865 | Recordkeeping | $362,974 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $98,611 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $4,120 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,743 | $39,443-22.1% | $73,545-58.2% | $80,976-62.0% |
| Participation rate | 20.3% | 35.9%-15.6pp | 54.9%-34.6pp | 68.3%-47.9pp |
| Annual return | 17.59% | 18.39%-0.8pp | -15.16%+32.7pp | 22.91%-5.3pp |
| Employer contribution / active EE | $281 | $463-39.3% | $1,219-77.0% | $2,402-88.3% |
| Participant deferral / active EE | $641 | $1,131-43.4% | $1,806-64.5% | $3,848-83.4% |
| Admin fee / account holder | $63 | $72-12.8% | $2,320-97.3% | $67-6.6% |